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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $275 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: UBS Service code 49 1200 HARBOR BLVD · POTOMAC, MD 20854 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,747 | $136,307-84.0% | $177,821-87.8% | $73,488-70.4% |
| Participation rate | 37.7% | 86.1%-48.4pp | 87.7%-50.1pp | 70.7%-33.0pp |
| Annual return | 26.45% | 18.68%+7.8pp | 48.32%-21.9pp | 28.51%-2.1pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,918-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,578 | $5,829-38.6% | $7,714-53.6% | $3,740-4.3% |
| Admin fee / account holder | $4 | $596-99.4% | $12,427-100.0% | $513-99.3% |