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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 | $78,483+80.1% | $106,201+33.1% | $74,546+89.7% |
| Participation rate | 83.7% | 72.8%+10.9pp | 75.3%+8.4pp | 67.2%+16.5pp |
| Annual return | 13.84% | 15.94%-2.1pp | 116.26%-102.4pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $667 | $2,522-73.6% | $3,170-79.0% | $2,624-74.6% |
| Participant deferral / active EE | $1,932 | $4,320-55.3% | $5,012-61.4% | $4,347-55.5% |
| Admin fee / account holder | $322 | $2,236-85.6% | $11,039-97.1% | $1,944-83.4% |