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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $25,449 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $20,631 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,487 | $90,170-21.8% | $150,734-53.2% | $69,733+1.1% |
| Participation rate | 97.8% | 60.2%+37.6pp | 78.4%+19.4pp | 62.5%+35.4pp |
| Annual return | 6.35% | 16.56%-10.2pp | 600.81%-594.5pp | 15.22%-8.9pp |
| Employer contribution / active EE | $2,494 | $3,428-27.3% | $4,918-49.3% | $2,250+10.8% |
| Participant deferral / active EE | $7,276 | $3,086+135.8% | $5,610+29.7% | $3,054+138.2% |
| Admin fee / account holder | $189 | $4,600-95.9% | $14,905-98.7% | $3,102-93.9% |