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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,007 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 49 20 PACIFICA · IRVINE, CA 92618 | 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 | $1,218 | $39,898-96.9% | $121,220-99.0% | $55,725-97.8% |
| Participation rate | 7.7% | 61.2%-53.6pp | 71.8%-64.1pp | 70.9%-63.2pp |
| Annual return | 0.00% | -0.96%+1.0pp | 16.94%-16.9pp | 244.93%-244.9pp |
| Employer contribution / active EE | $0 | $1,295-100.0% | $4,023-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $120 | $2,439-95.1% | $3,345-96.4% | $3,356-96.4% |
| Admin fee / account holder | $47 | $95-50.9% | $5,021-99.1% | $115-59.5% |