Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 19 · EIN 13-2638166 | Securities Custodian | $21,595 |
FIRST TENNESSEE BANK1+ years Filed as: FIRST TENNESSEE Service code 19 · EIN 04-3523567 | Securities Custodian | $11,583 |
Filed as: NORTHWESTERN MUTUAL Service code 19 611 E. WISCONSIN AVENUE · MILWAUKEE, WI 532024707 | Securities Custodian | $8,256 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 19 820 BROAD STREET, 1ST FLOOR · CHATTANOOGA, TN 37402 | Securities Custodian | $7,794 |
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 | $48,541 | $46,360+4.7% | $147,617-67.1% | $52,331-7.2% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -2.88% | 1.62%-4.5pp | 61.98%-64.9pp | 4.54%-7.4pp |
| Employer contribution / active EE | $4,210 | $2,126+98.0% | $5,565-24.3% | $1,882+123.7% |
| Participant deferral / active EE | $2,932 | $2,258+29.9% | $4,895-40.1% | $3,022-3.0% |
| Admin fee / account holder | $268 | $766-64.9% | $11,611-97.7% | $592-54.6% |