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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 55 1000 MAIN ST STE 2600 · HOUSTON, TX 770026349 | Other Commissions | $4,247 |
THE ANGELL PENSION GROUP, INC.2+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · E PROVIDENCE, RI 02914 | Contract Administrator | $1,785 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 15 · EIN 20-3691658 333 SOUTH HOPE STREET · LOS ANGELES, PA 90071 | Recordkeeping | $850 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,001 | $74,089-70.3% | $133,975-83.6% | $55,167-60.1% |
| Participation rate | 73.4% | 84.3%-10.9pp | 87.1%-13.7pp | 69.0%+4.4pp |
| Annual return | 7.52% | 12.11%-4.6pp | 29.29%-21.8pp | 169.23%-161.7pp |
| Employer contribution / active EE | $432 | $3,064-85.9% | $5,211-91.7% | $1,963-78.0% |
| Participant deferral / active EE | $1,990 | $4,678-57.5% | $6,282-68.3% | $3,054-34.8% |
| Admin fee / account holder | $4 | $458-99.1% | $9,324-100.0% | $504-99.2% |