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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $129,366 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,918 |
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 | $63,796 | $88,117-27.6% | $164,928-61.3% | $74,400-14.3% |
| Participation rate | 99.5% | 73.1%+26.4pp | 78.6%+20.9pp | 67.2%+32.3pp |
| Annual return | 14.88% | 17.27%-2.4pp | 70.08%-55.2pp | 1367.51%-1352.6pp |
| Employer contribution / active EE | $5,858 | $2,596+125.6% | $4,343+34.9% | $2,624+123.2% |
| Participant deferral / active EE | $7,508 | $4,501+66.8% | $6,034+24.4% | $4,348+72.7% |
| Admin fee / account holder | $376 | $2,230-83.2% | $12,684-97.0% | $1,944-80.7% |