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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $16,675 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $16,645 |
LOREN D. STARK COMPANY2 years Filed as: LOREN D STARK COMPANY Service code 13 10750 ROCKLEY RD · HOUSTON, TX 77099 | Contract Administrator | $3,060 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,094 | $73,397-71.3% | $178,014-88.2% | $74,546-71.7% |
| Participation rate | 50.2% | 66.6%-16.4pp | 77.1%-26.9pp | 67.2%-17.0pp |
| Annual return | 12.64% | 17.49%-4.9pp | 294.80%-282.2pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $1,216 | $2,217-45.2% | $3,950-69.2% | $2,624-53.7% |
| Participant deferral / active EE | $2,034 | $4,512-54.9% | $6,276-67.6% | $4,347-53.2% |
| Admin fee / account holder | $197 | $1,809-89.1% | $10,362-98.1% | $1,944-89.9% |