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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $175 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 49 2431 E 61ST ST 8TH FL · TULSA, OK 74136 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,314 | $22,714-67.8% | $59,496-87.7% | $55,191-86.7% |
| Participation rate | 8.3% | 37.5%-29.1pp | 54.6%-46.2pp | 69.2%-60.8pp |
| Annual return | 11.30% | -44.01%+55.3pp | 182.05%-170.8pp | 10.78%+0.5pp |
| Employer contribution / active EE | $108 | $418-74.1% | $1,153-90.6% | $1,899-94.3% |
| Participant deferral / active EE | $196 | $843-76.7% | $1,829-89.3% | $3,046-93.6% |
| Admin fee / account holder | $7 | $83-91.6% | $2,232-99.7% | $91-92.3% |