| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 28 3280 PEACHTREE RD NE · ATLANTA, GA 303052430 | Investment Management | $32,930 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,020 | $69,305+63.1% | $82,312+37.3% | $69,634+62.3% |
| Participation rate | 98.6% | 80.3%+18.4pp | 76.9%+21.7pp | 70.7%+27.9pp |
| Annual return | 34.82% | 21.47%+13.4pp | 25.88%+8.9pp | 27572.26%-27537.4pp |
| Employer contribution / active EE | $2,444 | $1,887+29.6% | $2,428+0.6% | $2,032+20.3% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $80 | $97-17.8% | $5,608-98.6% | $110-27.6% |