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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $25,000 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $2,445 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 · EIN 95-2769620 | Recordkeeping Fees | $1,146 |
Service code 13 · EIN 95-2889854 | Contract Administrator | $480 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,437 | $99,957-12.5% | $149,745-41.6% | $73,497+19.0% |
| Participation rate | 99.3% | 75.7%+23.6pp | 82.5%+16.8pp | 70.7%+28.6pp |
| Annual return | 18.89% | 53.87%-35.0pp | 276.72%-257.8pp | 28.51%-9.6pp |
| Employer contribution / active EE | $7,124 | $3,191+123.2% | $4,646+53.3% | $2,270+213.8% |
| Participant deferral / active EE | $6,928 | $6,073+14.1% | $6,843+1.2% | $3,740+85.3% |
| Admin fee / account holder | $19 | $551-96.5% | $9,312-99.8% | $513-96.2% |