Filed September 29, 2023
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 13 · EIN 31-4156830 | Contract Administrator | $70,439 |
BOYCE & ASSOCIATES, INC.2 years Service code 14 · EIN 86-0646843 | Plan Administrator | $25,076 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $168 |
UBS FINANCIAL SERVICES INC3+ 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,984 | $46,173-71.9% | $170,442-92.4% | $69,631-81.4% |
| Participation rate | 94.3% | 63.9%+30.4pp | 83.6%+10.7pp | 70.7%+23.7pp |
| Annual return | 16.16% | 21.62%-5.5pp | 205.93%-189.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $1,706 | $1,610+6.0% | $5,433-68.6% | $2,032-16.1% |
| Participant deferral / active EE | $1,481 | $2,080-28.8% | $4,939-70.0% | $3,224-54.0% |
| Admin fee / account holder | $34 | $116-71.1% | $13,880-99.8% | $110-69.6% |