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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,050 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS Service code 49 17 WEST MCBEE AVE · GREENVILLE, SC 29601 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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).
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 | $15,917 | $46,732-65.9% | $156,551-89.8% | $55,167-71.1% |
| Participation rate | 24.0% | 65.8%-41.8pp | 84.0%-60.0pp | 69.0%-45.0pp |
| Annual return | 7.35% | 17.72%-10.4pp | 32.23%-24.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $226 | $2,105-89.3% | $5,501-95.9% | $1,963-88.5% |
| Participant deferral / active EE | $806 | $2,204-63.4% | $4,871-83.5% | $3,054-73.6% |
| Admin fee / account holder | $22 | $418-94.7% | $13,028-99.8% | $504-95.6% |