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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 17 · EIN 13-2638166 | Pension Consulting | $53,584 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 · EIN 96-6817943 | Recordkeeping | $10,540 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,380 | $78,636+79.8% | $105,607+33.9% | $74,459+89.9% |
| Participation rate | 83.7% | 72.8%+11.0pp | 75.3%+8.4pp | 67.2%+16.5pp |
| Annual return | 13.84% | 15.96%-2.1pp | 116.11%-102.3pp | 1369.70%-1355.9pp |
| Employer contribution / active EE | $667 | $2,523-73.6% | $3,167-79.0% | $2,626-74.6% |
| Participant deferral / active EE | $1,932 | $4,322-55.3% | $5,011-61.4% | $4,350-55.6% |
| Admin fee / account holder | $322 | $2,220-85.5% | $10,958-97.1% | $1,945-83.5% |