Filed December 15, 2022 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $345,182 |
UBS FINANCIAL SERVICES INC9+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $282,124 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,042 | $2,703,213-94.1% | $165,100-3.1% | $200,096-20.0% |
| Participation rate | 93.7% | 78.4%+15.2pp | 78.6%+15.0pp | 72.0%+21.6pp |
| Annual return | 17.42% | 17.97%-0.5pp | 70.21%-52.8pp | 34.26%-16.8pp |
| Employer contribution / active EE | $7,117 | $2,973+139.4% | $4,348+63.7% | $3,038+134.3% |
| Participant deferral / active EE | $5,471 | $5,021+9.0% | $6,035-9.3% | $5,090+7.5% |
| Admin fee / account holder | $154 | $1,999-92.3% | $12,696-98.8% | $269-42.8% |