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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $5,788 |
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,970 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,090 | $48,432-79.2% | $121,204-91.7% | $71,511-85.9% |
| Participation rate | 62.0% | 54.3%+7.6pp | 69.5%-7.6pp | 67.9%-6.0pp |
| Annual return | 18.53% | 23.28%-4.7pp | 987.18%-968.6pp | 28.86%-10.3pp |
| Employer contribution / active EE | $0 | $1,493-100.0% | $4,170-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,947 | $2,756-29.4% | $4,083-52.3% | $4,291-54.6% |
| Admin fee / account holder | $75 | $1,845-95.9% | $5,651-98.7% | $1,588-95.3% |