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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,291 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC2 years 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.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,298 | $102,553-68.5% | $151,611-78.7% | $66,914-51.7% |
| Participation rate | 38.5% | 85.5%-47.0pp | 87.5%-49.0pp | 69.8%-31.3pp |
| Annual return | -19.23% | -10.82%-8.4pp | 3.33%-22.6pp | 1.58%-20.8pp |
| Employer contribution / active EE | $0 | $4,180-100.0% | $6,166-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,195 | $6,641-36.8% | $8,363-49.8% | $4,237-1.0% |
| Admin fee / account holder | $39 | $630-93.8% | $11,616-99.7% | $593-93.5% |