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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $53,870 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $21,757 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,626 | $54,213-71.2% | $93,696-83.3% | $77,736-79.9% |
| Participation rate | 48.6% | 64.0%-15.4pp | 68.7%-20.2pp | 70.6%-22.0pp |
| Annual return | 13.35% | 30.55%-17.2pp | 133.74%-120.4pp | 31.26%-17.9pp |
| Employer contribution / active EE | $123 | $1,168-89.5% | $2,422-94.9% | $2,728-95.5% |
| Participant deferral / active EE | $1,426 | $3,145-54.6% | $4,417-67.7% | $4,651-69.3% |
| Admin fee / account holder | $164 | $575-71.4% | $8,287-98.0% | $433-62.1% |