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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $49,308 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,238 |
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 | $172,481 | $91,439+88.6% | $135,974+26.8% | $71,511+141.2% |
| Participation rate | 89.6% | 75.7%+14.0pp | 81.9%+7.7pp | 67.9%+21.7pp |
| Annual return | 20.54% | 29.90%-9.4pp | 68.30%-47.8pp | 28.86%-8.3pp |
| Employer contribution / active EE | $3,601 | $3,705-2.8% | $4,859-25.9% | $2,589+39.1% |
| Participant deferral / active EE | $8,745 | $7,093+23.3% | $7,760+12.7% | $4,291+103.8% |
| Admin fee / account holder | $306 | $1,267-75.8% | $10,767-97.2% | $1,588-80.7% |