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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $25,820 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,451 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,427 | $331,159-63.6% | $112,923+6.6% | $74,473+61.7% |
| Participation rate | 55.1% | 81.4%-26.3pp | 80.5%-25.4pp | 70.7%-15.6pp |
| Annual return | 0.00% | 21.62%-21.6pp | 34.13%-34.1pp | 34.36%-34.4pp |
| Employer contribution / active EE | $2,002 | $5,469-63.4% | $4,570-56.2% | $2,638-24.1% |
| Participant deferral / active EE | $3,997 | $8,097-50.6% | $6,520-38.7% | $4,530-11.8% |
| Admin fee / account holder | $179 | $281-36.3% | $7,046-97.5% | $347-48.5% |