| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES INC. Service code 28 3280 PEACHTREE RD NE · ATLANTA, GA 303052430 | Investment Management | $17,756 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,463 | $72,303+134.4% | $86,717+95.4% | $64,829+161.4% |
| Participation rate | 94.0% | 80.4%+13.5pp | 76.6%+17.4pp | 71.5%+22.5pp |
| Annual return | 31.29% | 392.77%-361.5pp | 35.97%-4.7pp | 32.85%-1.6pp |
| Employer contribution / active EE | $2,822 | $2,393+17.9% | $2,837-0.5% | $2,507+12.6% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,657-100.0% | $4,312-100.0% |
| Admin fee / account holder | $24 | $174-85.9% | $7,494-99.7% | $188-87.0% |