| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES INC. Service code 28 3280 PEACHTREE RD NE · ATLANTA, GA 303052430 | Investment Management | $30,000 |
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 | $186,285 | $73,404+153.8% | $87,102+113.9% | $67,584+175.6% |
| Participation rate | 99.5% | 80.9%+18.7pp | 76.9%+22.7pp | 71.3%+28.2pp |
| Annual return | 36.31% | 48.29%-12.0pp | 28.19%+8.1pp | 378.59%-342.3pp |
| Employer contribution / active EE | $2,709 | $2,014+34.5% | $2,521+7.5% | $2,148+26.1% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,048-100.0% | $3,540-100.0% |
| Admin fee / account holder | $65 | $142-54.1% | $7,493-99.1% | $142-54.3% |