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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 28 3560 LENOX ROAD NE · ATLANTA, GA 303264266 | Investment Management | $70,485 |
COMERICA BANK2 years Service code 21 · EIN 47-7305132 | Bank Trustee | $23,319 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $732,694-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | -14.99% | 2.77%-17.8pp | -15.18%+0.2pp | 2.77%-17.8pp |
| Employer contribution / active EE | $5,420 | $15,262-64.5% | $53,321-89.8% | $15,262-64.5% |
| Participant deferral / active EE | $0 | $691-100.0% | $0 | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $0 | $1,015-100.0% |