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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $40,190 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $11,389 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $5,419 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,805 | $69,477-77.3% | $94,679-83.3% | $71,495-77.9% |
| Participation rate | 82.4% | 78.4%+3.9pp | 80.8%+1.5pp | 67.9%+14.4pp |
| Annual return | 19.36% | 29.66%-10.3pp | 156.75%-137.4pp | 28.85%-9.5pp |
| Employer contribution / active EE | $2,048 | $2,853-28.2% | $3,673-44.2% | $2,589-20.9% |
| Participant deferral / active EE | $1,360 | $7,345-81.5% | $7,417-81.7% | $4,291-68.3% |
| Admin fee / account holder | $182 | $1,210-85.0% | $7,233-97.5% | $1,588-88.6% |