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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES Service code 28 3560 LENOX ROAD NE · ATLANTA, GA 303264266 | Investment Management | $84,228 |
COMERICA BANK4 years Service code 21 · EIN 47-7305132 | Bank Trustee | $46,347 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $943,036-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 9.10% | 8.76%+0.3pp | 5.62%+3.5pp | 8.76%+0.3pp |
| Employer contribution / active EE | $7,845 | $16,664-52.9% | $37,825-79.3% | $16,664-52.9% |
| Participant deferral / active EE | $0 | $948-100.0% | $0 | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |