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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,315 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $104 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS Service code 49 500 CAMPUS DRIVE 2ND FL · FLORHAM PARK, NJ 07932 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,395 | $47,977-55.4% | $154,108-86.1% | $56,289-62.0% |
| Participation rate | 55.9% | 66.2%-10.3pp | 83.0%-27.2pp | 69.9%-14.0pp |
| Annual return | -9.82% | 3.54%-13.4pp | 735.21%-745.0pp | -9.96%+0.1pp |
| Employer contribution / active EE | $1,004 | $2,169-53.7% | $5,298-81.0% | $2,111-52.4% |
| Participant deferral / active EE | $3,313 | $2,392+38.5% | $5,081-34.8% | $3,350-1.1% |
| Admin fee / account holder | $22 | $438-95.0% | $13,411-99.8% | $521-95.8% |