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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $66,429 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $48,061 |
WEAVER AND TIDWELL, LLP1 year Service code 10 2821 W. 7TH STREET · FT. WORTH, TX 76107 | Accounting | $12,957 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,768 | $62,688+3.3% | $178,528-63.7% | $77,714-16.7% |
| Participation rate | 66.5% | 66.9%-0.4pp | 77.1%-10.7pp | 70.6%-4.1pp |
| Annual return | 12.96% | 16.16%-3.2pp | 27.11%-14.1pp | 31.26%-18.3pp |
| Employer contribution / active EE | $2,975 | $1,912+55.6% | $3,950-24.7% | $2,727+9.1% |
| Participant deferral / active EE | $5,751 | $4,224+36.2% | $6,278-8.4% | $4,649+23.7% |
| Admin fee / account holder | $294 | $386-24.0% | $10,419-97.2% | $433-32.2% |