| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 28 3280 PEACHTREE RD NE · ATLANTA, GA 303052430 | Investment Management | $23,150 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,503 | $63,905+41.6% | $74,184+22.0% | $57,661+57.0% |
| Participation rate | 99.4% | 79.8%+19.7pp | 76.6%+22.8pp | 70.2%+29.2pp |
| Annual return | 41.74% | 60.60%-18.9pp | 17.74%+24.0pp | 5.13%+36.6pp |
| Employer contribution / active EE | $2,267 | $1,840+23.2% | $2,370-4.4% | $1,974+14.8% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $60 | $91-34.5% | $5,586-98.9% | $95-36.9% |