Filed September 29, 2023
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| Provider | Service type | Compensation |
|---|---|---|
BOYCE & ASSOCIATES, INC.1+ years Filed as: BOYCE & ASSOCIATES, IN. Service code 14 · EIN 86-0646843 | Plan Administrator | $0 |
NEWPORT GROUP, INC.1+ years Filed as: KIDDER BENEFITS CONSULTANTS Service code 14 · EIN 42-1451295 | Plan Administrator | $0 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 16 · EIN 13-2655998 | Consulting | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,020 | $37,117-70.3% | $147,617-92.5% | $55,191-80.0% |
| Participation rate | 91.2% | 63.6%+27.6pp | 84.6%+6.6pp | 69.2%+22.1pp |
| Annual return | 0.17% | 3.44%-3.3pp | 61.98%-61.8pp | 10.78%-10.6pp |
| Employer contribution / active EE | $1,309 | $1,620-19.2% | $5,565-76.5% | $1,899-31.0% |
| Participant deferral / active EE | $1,305 | $1,985-34.3% | $4,895-73.3% | $3,046-57.2% |
| Admin fee / account holder | $167 | $86+95.4% | $11,611-98.6% | $91+84.2% |