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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $18,750 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 · EIN 95-2769620 | Recordkeeping Fees | $1,744 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $356 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,921 | $106,247-31.4% | $147,096-50.4% | $77,714-6.2% |
| Participation rate | 94.9% | 78.4%+16.5pp | 82.2%+12.7pp | 70.6%+24.3pp |
| Annual return | 20.64% | 56.87%-36.2pp | 419.75%-399.1pp | 31.26%-10.6pp |
| Employer contribution / active EE | $7,490 | $4,069+84.1% | $4,936+51.7% | $2,727+174.7% |
| Participant deferral / active EE | $7,188 | $7,996-10.1% | $8,071-10.9% | $4,649+54.6% |
| Admin fee / account holder | $7 | $338-97.9% | $13,005-99.9% | $433-98.4% |