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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIALSERVICES/DOUGLASMEYER Service code 27 315 DEADERICK ST. · NASHVILLE, TN 37238 | Advisory (Plan) | $36,281 |
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $26,671 |
ACUFF & ASSOCIATES, INC.1 year Service code 15 320 SEVEN SPRINGS WAY · BRENTWOOD, TN 37027 | Recordkeeping | $8,145 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,614 | $69,383+46.5% | $101,271+0.3% | $73,493+38.3% |
| Participation rate | 56.4% | 68.4%-12.0pp | 75.8%-19.4pp | 70.7%-14.3pp |
| Annual return | 11.41% | 18.46%-7.1pp | 46.48%-35.1pp | 28.51%-17.1pp |
| Employer contribution / active EE | $1,217 | $2,628-53.7% | $3,660-66.8% | $2,270-46.4% |
| Participant deferral / active EE | $4,866 | $3,301+47.4% | $4,371+11.3% | $3,740+30.1% |
| Admin fee / account holder | $889 | $704+26.3% | $5,948-85.1% | $513+73.2% |