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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) | $14,685 |
ASCENSUS LLC4 years Service code 13 · EIN 11-3665754 | Contract Administrator | $8,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,116 | $54,717+4.4% | $86,216-33.8% | $71,511-20.1% |
| Participation rate | 30.7% | 60.1%-29.4pp | 69.0%-38.3pp | 67.9%-37.2pp |
| Annual return | -4.14% | 20.07%-24.2pp | 1169.42%-1173.6pp | 28.86%-33.0pp |
| Employer contribution / active EE | $676 | $1,267-46.7% | $2,382-71.6% | $2,589-73.9% |
| Participant deferral / active EE | $1,427 | $3,110-54.1% | $3,986-64.2% | $4,291-66.7% |
| Admin fee / account holder | $309 | $1,922-83.9% | $6,853-95.5% | $1,588-80.6% |