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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 GL YY 7144200129 · NASHVILLE, TN 37238 | Advisory (Participants) | $12,554 |
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 | $37,922 | $82,674-54.1% | $125,363-69.8% | $68,495-44.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.20% | -5.97%-9.2pp | 572.15%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,431 | $3,382-28.1% | $4,815-49.5% | $2,596-6.4% |
| Participant deferral / active EE | $5,436 | $6,111-11.1% | $7,447-27.0% | $4,028+35.0% |
| Admin fee / account holder | $324 | $6,276-94.8% | $10,005-96.8% | $5,403-94.0% |