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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $14,849 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,788 |
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 | $100,111 | $86,298+16.0% | $111,308-10.1% | $85,847+16.6% |
| Participation rate | 47.0% | 73.3%-26.3pp | 77.3%-30.3pp | 69.3%-22.3pp |
| Annual return | 11.23% | 19.99%-8.8pp | 54.67%-43.4pp | 318.61%-307.4pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,300 | $3,641-36.8% | $4,487-48.7% | $3,952-41.8% |
| Admin fee / account holder | $236 | $8,189-97.1% | $7,965-97.0% | $6,261-96.2% |