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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $65,538 |
UBS FINANCIAL SERVICES INC8 years Service code 26 · EIN 13-2638166 | Advisory (Participants) | $40,519 |
CROSSLIN PLLC1 year Service code 15 3803 BEDFORD AVE · NASHVILLE, TN 37201 | Recordkeeping | $9,400 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,268 | $50,820+83.5% | $155,567-40.0% | $77,671+20.1% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 14.66% | 34.85%-20.2pp | 64.74%-50.1pp | 31.21%-16.6pp |
| Employer contribution / active EE | $4,486 | $1,993+125.1% | $4,674-4.0% | $2,726+64.5% |
| Participant deferral / active EE | $3,212 | $2,823+13.8% | $5,628-42.9% | $4,648-30.9% |
| Admin fee / account holder | $159 | $436-63.6% | $15,916-99.0% | $430-63.1% |