Filed June 18, 2024 (most recent of 5 filings on file)
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DYNAMIC PENSION SERVICES INC. Service code 13 · EIN 31-1585572 SUITE A 2176 HEWITT AVE · KETTERING, OH 45440 | Contract Administrator | $13,793 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICE INC Service code 99 · EIN 13-2638166 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,782 | $130,194-47.9% | $169,993-60.1% | $71,457-5.1% |
| Participation rate | 98.4% | 86.1%+12.2pp | 87.0%+11.4pp | 67.9%+30.5pp |
| Annual return | 14.71% | 20.37%-5.7pp | 53.37%-38.7pp | 28.85%-14.1pp |
| Employer contribution / active EE | $4,079 | $4,381-6.9% | $6,785-39.9% | $2,588+57.6% |
| Participant deferral / active EE | $4,582 | $6,923-33.8% | $10,408-56.0% | $4,289+6.8% |
| Admin fee / account holder | $59 | $966-93.9% | $12,815-99.5% | $1,587-96.3% |