Filed June 22, 2021
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $27,062 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $3,310 |
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 | $31,752 | $64,909-51.1% | $82,312-61.4% | $62,293-49.0% |
| Participation rate | 98.4% | 74.9%+23.6pp | 76.9%+21.5pp | 69.5%+28.9pp |
| Annual return | 17.21% | 21.18%-4.0pp | 25.88%-8.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $1,459 | $1,676-12.9% | $2,428-39.9% | $2,042-28.5% |
| Participant deferral / active EE | $4,149 | $3,103+33.7% | $3,706+12.0% | $3,169+30.9% |
| Admin fee / account holder | $101 | $440-77.1% | $5,608-98.2% | $479-79.0% |