| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES INC. Service code 28 3280 PEACHTREE RD NE · ATLANTA, GA 303052430 | Investment Management | $30,723 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,847 | $65,118+142.4% | $76,768+105.6% | $55,727+183.3% |
| Participation rate | 99.2% | 79.6%+19.6pp | 77.0%+22.2pp | 70.9%+28.3pp |
| Annual return | 52.59% | -1.27%+53.9pp | 2.43%+50.2pp | 244.94%-192.3pp |
| Employer contribution / active EE | $2,874 | $1,941+48.0% | $2,485+15.6% | $2,078+38.3% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $72 | $116-38.0% | $6,676-98.9% | $115-37.7% |