| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES INC. Service code 28 3280 PEACHTREE RD NE · ATLANTA, GA 303052430 | Investment Management | $31,359 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $169,466 | $79,519+113.1% | $95,968+76.6% | $73,415+130.8% |
| Participation rate | 98.4% | 81.2%+17.3pp | 77.1%+21.3pp | 72.2%+26.3pp |
| Annual return | 4.79% | 19.20%-14.4pp | 91.65%-86.9pp | 59.30%-54.5pp |
| Employer contribution / active EE | $2,719 | $2,048+32.8% | $2,542+7.0% | $2,234+21.7% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,806-100.0% |
| Admin fee / account holder | $62 | $184-66.3% | $6,798-99.1% | $158-60.7% |