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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,903 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC2 years 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.
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 | $22,219 | $94,621-76.5% | $138,135-83.9% | $73,412-69.7% |
| Participation rate | 44.2% | 83.4%-39.2pp | 78.7%-34.5pp | 72.2%-28.0pp |
| Annual return | 26.29% | 16.57%+9.7pp | 20.51%+5.8pp | 59.30%-33.0pp |
| Employer contribution / active EE | $0 | $4,410-100.0% | $5,587-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,069 | $6,199-50.5% | $6,431-52.3% | $3,806-19.3% |
| Admin fee / account holder | $31 | $140-77.6% | $11,856-99.7% | $158-80.1% |