| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES INC. Service code 28 3280 PEACHTREE RD NE · ATLANTA, GA 303052430 | Investment Management | $23,341 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,994 | $185,342+7.9% | $111,319+79.7% | $86,828+130.3% |
| Participation rate | 98.9% | 81.0%+17.9pp | 77.3%+21.5pp | 72.3%+26.6pp |
| Annual return | 20.43% | 500.80%-480.4pp | 54.68%-34.2pp | 97.95%-77.5pp |
| Employer contribution / active EE | $3,202 | $2,246+42.6% | $2,732+17.2% | $2,406+33.1% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,488-100.0% | $4,132-100.0% |
| Admin fee / account holder | $47 | $255-81.5% | $7,966-99.4% | $170-72.1% |