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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,307 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $17,930 |
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).
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 | $24,655 | $91,517-73.1% | $101,275-75.7% | $73,412-66.4% |
| Participation rate | 18.8% | 73.8%-55.0pp | 75.8%-57.0pp | 72.2%-53.4pp |
| Annual return | 10.57% | 17.17%-6.6pp | 46.48%-35.9pp | 59.30%-48.7pp |
| Employer contribution / active EE | $0 | $2,877-100.0% | $3,660-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $519 | $3,338-84.4% | $4,371-88.1% | $3,806-86.4% |
| Admin fee / account holder | $204 | $216-5.5% | $5,948-96.6% | $158+29.2% |