Filed February 1, 2022 (most recent of 3 filings on file)
Total covered: 140 employees
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $300,000 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $183,075 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,932 | $38,510+19.3% | $74,549-38.4% | $73,367-37.4% |
| Participation rate | 73.3% | 53.5%+19.7pp | 69.1%+4.1pp | 69.5%+3.8pp |
| Annual return | -3.57% | -0.94%-2.6pp | 32.54%-36.1pp | 173.45%-177.0pp |
| Employer contribution / active EE | $2,430 | $774+214.0% | $1,961+23.9% | $2,499-2.8% |
| Participant deferral / active EE | $691 | $1,421-51.3% | $3,108-77.8% | $4,033-82.9% |
| Admin fee / account holder | $14 | $52-73.8% | $5,059-99.7% | $68-80.1% |