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 | $17,101 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICE INC Service code 99 · EIN 13-2638166 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,421 | $129,021-40.0% | $184,203-58.0% | $77,643-0.3% |
| Participation rate | 98.9% | 87.3%+11.5pp | 86.8%+12.0pp | 70.6%+28.3pp |
| Annual return | 14.50% | 33.27%-18.8pp | 28.81%-14.3pp | 31.24%-16.7pp |
| Employer contribution / active EE | $4,282 | $4,413-3.0% | $6,427-33.4% | $2,726+57.1% |
| Participant deferral / active EE | $4,727 | $7,297-35.2% | $9,131-48.2% | $4,647+1.7% |
| Admin fee / account holder | $68 | $254-73.3% | $13,901-99.5% | $430-84.3% |