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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $31,250 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 · EIN 95-2769620 | Recordkeeping Fees | $1,200 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $194 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,194 | $91,439-24.3% | $135,974-49.1% | $71,511-3.2% |
| Participation rate | 98.9% | 75.7%+23.3pp | 81.9%+17.0pp | 67.9%+31.0pp |
| Annual return | 25.05% | 29.90%-4.8pp | 68.30%-43.3pp | 28.86%-3.8pp |
| Employer contribution / active EE | $7,441 | $3,705+100.9% | $4,859+53.1% | $2,589+187.4% |
| Participant deferral / active EE | $7,389 | $7,093+4.2% | $7,760-4.8% | $4,291+72.2% |
| Admin fee / account holder | $5 | $1,267-99.6% | $10,767-100.0% | $1,588-99.7% |