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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $16,770 |
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $5,890 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,189 | $72,607-11.6% | $90,749-29.3% | $66,914-4.1% |
| Participation rate | 51.9% | 73.7%-21.8pp | 75.7%-23.8pp | 69.8%-17.9pp |
| Annual return | -18.18% | -12.28%-5.9pp | -12.16%-6.0pp | 1.58%-19.8pp |
| Employer contribution / active EE | $1,532 | $2,369-35.3% | $2,921-47.6% | $2,544-39.8% |
| Participant deferral / active EE | $3,160 | $3,977-20.5% | $4,564-30.8% | $4,237-25.4% |
| Admin fee / account holder | $231 | $707-67.3% | $8,445-97.3% | $593-61.0% |