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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,553 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $20,000 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,052 | $63,321-55.7% | $68,791-59.2% | $77,904-64.0% |
| Participation rate | 32.9% | 71.1%-38.2pp | 69.0%-36.1pp | 73.7%-40.8pp |
| Annual return | -14.76% | -6.50%-8.3pp | -6.38%-8.4pp | 12.21%-27.0pp |
| Employer contribution / active EE | $298 | $2,794-89.3% | $2,655-88.8% | $2,848-89.5% |
| Participant deferral / active EE | $1,864 | $4,029-53.7% | $3,941-52.7% | $4,806-61.2% |
| Admin fee / account holder | $120 | $104+14.6% | $4,932-97.6% | $133-9.8% |