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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,955 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $14,030 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,426 | $82,163-72.7% | $125,381-82.1% | $64,819-65.4% |
| Participation rate | 77.0% | 77.9%-0.9pp | 82.4%-5.4pp | 71.5%+5.5pp |
| Annual return | -14.52% | 3.49%-18.0pp | 572.31%-586.8pp | 32.84%-47.4pp |
| Employer contribution / active EE | $2,871 | $3,616-20.6% | $4,815-40.4% | $2,507+14.5% |
| Participant deferral / active EE | $5,642 | $7,175-21.4% | $7,448-24.3% | $4,311+30.9% |
| Admin fee / account holder | $121 | $163-26.0% | $10,007-98.8% | $188-35.7% |