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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 | $83,369-15.5% | $105,223-33.0% | $67,986+3.7% |
| Participation rate | 97.8% | 56.3%+41.5pp | 75.0%+22.8pp | 57.2%+40.6pp |
| Annual return | 6.35% | 24.64%-18.3pp | 180.65%-174.3pp | 31.67%-25.3pp |
| Employer contribution / active EE | $2,494 | $2,541-1.9% | $3,689-32.4% | $2,019+23.5% |
| Participant deferral / active EE | $7,276 | $3,295+120.8% | $5,072+43.5% | $3,358+116.7% |
| Admin fee / account holder | $189 | $4,073-95.4% | $8,859-97.9% | $3,203-94.1% |