Filed February 1, 2022 (most recent of 3 filings on file)
Total covered: 140 employees
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $160,849 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 63 · EIN 13-2638166 | 12b-1 Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,143 | $36,004+11.5% | $64,101-37.4% | $69,651-42.4% |
| Participation rate | 74.7% | 47.3%+27.5pp | 68.2%+6.6pp | 66.6%+8.2pp |
| Annual return | 1.51% | 4.26%-2.7pp | 791.27%-789.8pp | 53.77%-52.3pp |
| Employer contribution / active EE | $2,246 | $617+264.2% | $1,820+23.4% | $2,241+0.3% |
| Participant deferral / active EE | $422 | $1,166-63.8% | $2,822-85.0% | $3,635-88.4% |
| Admin fee / account holder | $5 | $49-88.9% | $4,499-99.9% | $63-91.4% |