Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,244 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 49 3011 TOWNSGATE ROAD · WESTLAKE VILLAGE, CA 91361 | Other Services | $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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,876 | $30,979-29.4% | $67,704-67.7% | $59,188-63.0% |
| Participation rate | 10.3% | 40.5%-30.2pp | 67.5%-57.2pp | 69.4%-59.1pp |
| Annual return | -0.24% | -1.74%+1.5pp | 25.41%-25.6pp | 5.51%-5.7pp |
| Employer contribution / active EE | $54 | $807-93.3% | $2,559-97.9% | $2,098-97.4% |
| Participant deferral / active EE | $176 | $1,603-89.0% | $3,585-95.1% | $3,265-94.6% |
| Admin fee / account holder | $20 | $81-75.0% | $4,255-99.5% | $92-78.0% |