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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Service code 20 1 MONARCH PLACE 1400 · SPRINGFIELD, MA 01103 | Trustee (individual) | $115,564 |
Service code 12 · EIN 06-0811449 | Claims processing | $45,790 |
Service code 11 · EIN 31-1582098 | Actuarial | $21,375 |
NICHOLAS LAPIER CPA PC2+ years Service code 10 · EIN 32-0048525 | Accounting | $10,211 |
KRAKOW & SOURIS1 year Filed as: KRAKOW & SOURIS LLC Service code 22 · EIN 13-3689044 | Insurance Broker | $6,065 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 9.99% | 11.78%-1.8pp | 8.32%+1.7pp | 23.90%-13.9pp |
| Employer contribution / active EE | $8,526 | $11,309-24.6% | $30,793-72.3% | $16,539-48.5% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |