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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 |
11 funds of $250K or more; 13 lines in all, holding $7.7M of the plan's $7.8M. From the 2024 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $6.4M | 83.6% |
| Growth Fund OF America Capital Group · Mutual fund Recordkeeper's own fund | $464K | 6.0% |
| Investments IN Registered Investment Companies American Funds Capital Group · Mutual fund Recordkeeper's own fund | $261K | 3.4% |
| American Balanced Fund Capital Group · Mutual fund Recordkeeper's own fund | $246K | 3.2% |
| American Funds Money Market Fund Capital Group · Money market Recordkeeper's own fund | $68K | 0.9% |
| Bond Fund OF America Capital Group · Mutual fund Recordkeeper's own fund | $56K | 0.7% |
| New World Fund Inc Capital Group · Mutual fund Recordkeeper's own fund | $39K | 0.5% |
| Capital Income Builder Capital Group · Mutual fund Recordkeeper's own fund | $39K | 0.5% |
| Eupac Fund Capital Group · Mutual fund Recordkeeper's own fund | $25K | 0.3% |
| American American High-Income Trust Capital Group · Collective trust Recordkeeper's own fund | $25K | 0.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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).
The auditor signed off without reservation. This is the cleanest opinion.