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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 20-0532180 | Advisory (Plan) | $29,888 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 | Recordkeeping | $10,295 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTING SERVICES Service code 17 30 BRYANT WOODS N · AMHERST, NY 14228 | Pension Consulting | $6,077 |
AMERICAN FUNDS3+ years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 15 · EIN 95-1411037 SERVICES · IRVINE, CA 92618 | Recordkeeping | $1,445 |
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.
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,928 | $91,710-69.5% | $67,560-58.7% | $77,762-64.1% |
| Participation rate | 31.7% | 76.0%-44.3pp | 72.9%-41.2pp | 70.6%-38.9pp |
| Annual return | 15.33% | 14.88%+0.5pp | 3533.50%-3518.2pp | 31.27%-15.9pp |
| Employer contribution / active EE | $574 | $3,187-82.0% | $2,737-79.0% | $2,728-78.9% |
| Participant deferral / active EE | $1,014 | $3,911-74.1% | $4,004-74.7% | $4,651-78.2% |
| Admin fee / account holder | $122 | $245-50.1% | $3,994-96.9% | $433-71.8% |