Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK STREET 5TH FLOOR · NASHVILLE, TN 37238 | Advisory (Plan) | $27,148 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $12,578 |
THE AIMPOINT GROUP1 year Service code 99 · EIN 52-1157088 | Other Fees | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,910 | $82,188-39.3% | $125,391-60.2% | $64,824-23.0% |
| Participation rate | 28.9% | 77.9%-49.0pp | 82.4%-53.5pp | 71.5%-42.6pp |
| Annual return | 8.97% | 3.50%+5.5pp | 572.41%-563.4pp | 32.84%-23.9pp |
| Employer contribution / active EE | $342 | $3,617-90.5% | $4,816-92.9% | $2,507-86.3% |
| Participant deferral / active EE | $1,556 | $7,177-78.3% | $7,448-79.1% | $4,311-63.9% |
| Admin fee / account holder | $319 | $163+95.7% | $10,009-96.8% | $188+70.1% |