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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $21,223 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,466 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,136 | $55,636+6.3% | $81,988-27.9% | $73,493-19.5% |
| Participation rate | 93.0% | 62.3%+30.7pp | 69.3%+23.7pp | 70.7%+22.3pp |
| Annual return | 17.50% | 19.07%-1.6pp | 41.31%-23.8pp | 28.51%-11.0pp |
| Employer contribution / active EE | $814 | $1,625-49.9% | $2,498-67.4% | $2,270-64.2% |
| Participant deferral / active EE | $3,890 | $2,762+40.8% | $3,722+4.5% | $3,740+4.0% |
| Admin fee / account holder | $188 | $493-61.8% | $5,665-96.7% | $513-63.3% |