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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $39,161 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,472 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $173,604 | $89,652+93.6% | $141,197+23.0% | $65,186+166.3% |
| Participation rate | 91.1% | 74.7%+16.4pp | 82.5%+8.6pp | 70.2%+20.9pp |
| Annual return | 21.76% | 32.79%-11.0pp | 71.41%-49.6pp | 29.39%-7.6pp |
| Employer contribution / active EE | $3,753 | $3,065+22.5% | $4,736-20.8% | $2,177+72.4% |
| Participant deferral / active EE | $8,893 | $5,691+56.3% | $6,710+32.5% | $3,514+153.1% |
| Admin fee / account holder | $320 | $569-43.7% | $10,265-96.9% | $847-62.2% |