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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,685 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: UBS Service code 49 1200 HARBOR BLVD · LAFAYETTE, LA 70508 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,367 | $72,658-77.5% | $127,803-87.2% | $67,579-75.8% |
| Participation rate | 36.6% | 80.0%-43.4pp | 79.0%-42.5pp | 71.3%-34.7pp |
| Annual return | 15.53% | 26.49%-11.0pp | 26.14%-10.6pp | 378.56%-363.0pp |
| Employer contribution / active EE | $0 | $3,988-100.0% | $4,576-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,737 | $5,383-49.2% | $6,023-54.6% | $3,539-22.7% |
| Admin fee / account holder | $25 | $127-80.2% | $9,399-99.7% | $142-82.4% |