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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH MANAGEMENT COMPANY Service code 15 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $3,325 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 63 · EIN 13-2638166 | 12b-1 Fees | $0 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,846 | $47,977-87.8% | $154,114-96.2% | $56,287-89.6% |
| Participation rate | 59.5% | 66.2%-6.7pp | 83.0%-23.6pp | 69.9%-10.4pp |
| Annual return | 0.13% | 3.54%-3.4pp | 735.16%-735.0pp | -9.96%+10.1pp |
| Employer contribution / active EE | $405 | $2,169-81.3% | $5,298-92.3% | $2,111-80.8% |
| Participant deferral / active EE | $447 | $2,392-81.3% | $5,081-91.2% | $3,350-86.7% |
| Admin fee / account holder | $23 | $438-94.8% | $13,411-99.8% | $521-95.6% |