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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638165 | Advisory (Plan) | $25,735 |
ACTUARIAL BENEFITS CORP2+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 10 200 JOHN JAMES AUDUBON PARKWAY · AMHERST, NY 14228 | Accounting | $4,021 |
AMERICAN FUNDS2+ years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 15 · EIN 95-1411037 SERVICES · IRVINE, CA 92618 | Recordkeeping | $2,310 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,964 | $83,884-72.6% | $64,101-64.2% | $74,460-69.2% |
| Participation rate | 32.8% | 76.6%-43.9pp | 72.3%-39.6pp | 70.7%-38.0pp |
| Annual return | 19.11% | 16.57%+2.5pp | 33.72%-14.6pp | 34.38%-15.3pp |
| Employer contribution / active EE | $272 | $3,084-91.2% | $2,749-90.1% | $2,638-89.7% |
| Participant deferral / active EE | $904 | $3,692-75.5% | $3,881-76.7% | $4,530-80.0% |
| Admin fee / account holder | $121 | $196-38.0% | $3,070-96.0% | $348-65.1% |