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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $83,296 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,218 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,684 | $89,093+27.6% | $102,434+11.0% | $77,736+46.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 14.43% | 25.03%-10.6pp | 29.46%-15.0pp | 31.26%-16.8pp |
| Employer contribution / active EE | $3,648 | $2,699+35.1% | $3,023+20.7% | $2,728+33.7% |
| Participant deferral / active EE | $6,798 | $5,147+32.1% | $5,055+34.5% | $4,651+46.2% |
| Admin fee / account holder | $220 | $236-6.7% | $9,462-97.7% | $433-49.2% |