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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT STRATEGIES, INC.1+ years Filed as: RETIREMENT STRATEGIES, INC Service code 10 229 FURY'S FERRY RD. · AUGUSTA, GA 30907 | Accounting | $1,100 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 500 ISLAND PARK DRIVE · CHARLESTON, SC 29492 | Advisory (Plan) | $0 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $32,767-100.0% | $219,333-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 18.8%-18.8pp | 42.3%-42.3pp | 4.3%-4.3pp |
| Annual return | -3.20% | -2.03%-1.2pp | -2.01%-1.2pp | 2.81%-6.0pp |
| Employer contribution / active EE | $11,217 | $9,185+22.1% | $34,453-67.4% | $16,358-31.4% |
| Participant deferral / active EE | $0 | $215-100.0% | $34-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $5,362-100.0% | $1,639-100.0% |