Filed July 14, 1999
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS FINANCIAL SERVICES Service code 99 315 DEADERICK ST. 5TH FLOOR · NASHVILLE, TN 37238 | Other Fees | $2,500 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,513 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 415 8TH AVE NE · BRAINERD, MN 564012853 | Contract Administrator | $725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,920 | $50,199-24.5% | $70,092-45.9% | $66,914-43.3% |
| Participation rate | 69.7% | 66.3%+3.4pp | 70.5%-0.8pp | 69.8%-0.1pp |
| Annual return | -13.24% | -13.85%+0.6pp | 190.73%-204.0pp | 1.58%-14.8pp |
| Employer contribution / active EE | $1,452 | $1,864-22.1% | $2,559-43.2% | $2,544-42.9% |
| Participant deferral / active EE | $3,392 | $3,112+9.0% | $3,849-11.9% | $4,237-19.9% |
| Admin fee / account holder | $20 | $600-96.6% | $6,267-99.7% | $593-96.6% |