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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $17,728 |
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST. 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $16,585 |
TRINITY PENSION CONSULTANTS7 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 · EIN 20-4548831 202 MONTROSE WEST AVE., SUITE 310 · AKRON, OH 44321 | Contract Administrator | $2,027 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,394 | $71,526-43.5% | $98,450-59.0% | $71,495-43.5% |
| Participation rate | 38.5% | 72.7%-34.3pp | 75.2%-36.7pp | 67.9%-29.5pp |
| Annual return | 22.29% | 32.42%-10.1pp | 21.16%+1.1pp | 28.85%-6.6pp |
| Employer contribution / active EE | $896 | $2,400-62.7% | $3,049-70.6% | $2,589-65.4% |
| Participant deferral / active EE | $1,706 | $4,110-58.5% | $4,739-64.0% | $4,291-60.2% |
| Admin fee / account holder | $342 | $1,675-79.6% | $8,961-96.2% | $1,588-78.4% |