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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $53,355 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,318 |
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 | $184,064 | $84,499+117.8% | $125,391+46.8% | $66,949+174.9% |
| Participation rate | 74.2% | 76.4%-2.2pp | 82.4%-8.2pp | 69.8%+4.4pp |
| Annual return | -17.72% | -8.49%-9.2pp | 572.41%-590.1pp | 1.57%-19.3pp |
| Employer contribution / active EE | $1,740 | $3,554-51.0% | $4,816-63.9% | $2,545-31.6% |
| Participant deferral / active EE | $8,699 | $6,785+28.2% | $7,448+16.8% | $4,239+105.2% |
| Admin fee / account holder | $424 | $685-38.1% | $10,009-95.8% | $594-28.6% |