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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $11,690 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST. 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $10,253 |
TRINITY PENSION CONSULTANTS3 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 · EIN 20-4548831 202 MONTROSE WEST AVE., SUITE 310 · AKRON, OH 44321 | Contract Administrator | $1,440 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,766 | $66,319-62.7% | $93,621-73.5% | $65,185-62.0% |
| Participation rate | 29.9% | 74.0%-44.1pp | 75.8%-45.9pp | 70.2%-40.3pp |
| Annual return | 22.14% | 42.59%-20.5pp | 32.76%-10.6pp | 29.38%-7.2pp |
| Employer contribution / active EE | $638 | $2,013-68.3% | $2,719-76.5% | $2,177-70.7% |
| Participant deferral / active EE | $1,072 | $3,343-67.9% | $4,070-73.6% | $3,514-69.5% |
| Admin fee / account holder | $218 | $6,900-96.8% | $7,890-97.2% | $847-74.3% |