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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 500 ISLAND PARK DRIVE · CHARLESTON, SC 29492 | Advisory (Plan) | $24,420 |
Filed as: MILLENNIUM PRIVATE WEALTH Service code 27 225 SEVEN FARMS DRIVE · CHARLESTON, SC 29492 | Advisory (Plan) | $21,323 |
RETIREMENT STRATEGIES, INC.2+ years Filed as: RETIREMENT STRATEGIES, INC Service code 10 229 FURY'S FERRY RD. · AUGUSTA, GA 30907 | Accounting | $550 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 4.59% | 45.66%-41.1pp | 5.00%-0.4pp | 11.88%-7.3pp |
| Employer contribution / active EE | $9,792 | $9,637+1.6% | $35,918-72.7% | $14,612-33.0% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |