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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 99 315 DEADERICK ST. 5TH FL · NASHVILLE, TN 37238 | Other Fees | $18,022 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $14,053 |
PASI, LLC3+ years Service code 13 231 FARMINGTON AVE · FARMINGTON, CT 06032 | Contract Administrator | $1,955 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,230 | $83,681-68.7% | $82,313-68.1% | - |
| Participation rate | 60.6% | 75.1%-14.5pp | 76.9%-16.3pp | - |
| Annual return | 16.95% | 13.76%+3.2pp | 25.88%-8.9pp | - |
| Employer contribution / active EE | $954 | $1,471-35.1% | $2,428-60.7% | - |
| Participant deferral / active EE | $1,495 | $2,851-47.6% | $3,706-59.7% | - |
| Admin fee / account holder | $170 | $3,032-94.4% | $5,608-97.0% | - |