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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,450 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC3+ 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,481 | $55,453-66.7% | $170,435-89.2% | $62,293-70.3% |
| Participation rate | 26.7% | 66.4%-39.7pp | 83.6%-56.9pp | 69.5%-42.8pp |
| Annual return | 16.62% | 21.38%-4.8pp | 205.94%-189.3pp | 28.90%-12.3pp |
| Employer contribution / active EE | $208 | $2,164-90.4% | $5,432-96.2% | $2,042-89.8% |
| Participant deferral / active EE | $894 | $2,303-61.2% | $4,939-81.9% | $3,169-71.8% |
| Admin fee / account holder | $45 | $455-90.0% | $13,881-99.7% | $479-90.5% |