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 INC5+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $300,000 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $224,470 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,918 | $100,179-47.2% | $84,029-37.0% | $89,609-40.9% |
| Participation rate | 72.0% | 54.1%+17.9pp | 69.0%+3.0pp | 69.6%+2.4pp |
| Annual return | 21.03% | 22.50%-1.5pp | 71.32%-50.3pp | 33.65%-12.6pp |
| Employer contribution / active EE | $2,523 | $816+209.1% | $1,984+27.2% | $2,584-2.4% |
| Participant deferral / active EE | $744 | $1,459-49.0% | $3,239-77.0% | $4,222-82.4% |
| Admin fee / account holder | $14 | $72-81.2% | $6,102-99.8% | $72-81.0% |