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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $180 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS Service code 49 2029 CENTURY PARK E STE 3000 · CENTURY CITY, CA 90067 | 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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,972 | $107,440-76.8% | $105,736-76.4% | $55,725-55.2% |
| Participation rate | 8.2% | 55.5%-47.3pp | 76.3%-68.1pp | 70.9%-62.7pp |
| Annual return | -8.32% | -0.59%-7.7pp | 6.27%-14.6pp | 244.93%-253.2pp |
| Employer contribution / active EE | $0 | $1,448-100.0% | $3,268-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $201 | $2,171-90.8% | $4,080-95.1% | $3,356-94.0% |
| Admin fee / account holder | $5 | $283-98.3% | $6,913-99.9% | $115-95.8% |