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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Service code 20 1 MONARCH PLACE 1400 · SPRINGFIELD, MA 01103 | Trustee (individual) | $125,956 |
ZENITH AMERICAN SOLUTIONS2 years Service code 12 · EIN 06-0811449 | Claims processing | $46,560 |
Service code 11 · EIN 31-1582098 | Actuarial | $28,500 |
KRAKOW & SOURIS2 years Filed as: KRAKOW & SOURIS LLC Service code 22 · EIN 13-3689044 | Insurance Broker | $12,707 |
NICHOLAS LAPIER CPA PC3+ years Service code 10 · EIN 32-0048525 | Accounting | $12,081 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 7.71% | 4.25%+3.5pp | -752.26%+760.0pp | 0.19%+7.5pp |
| Employer contribution / active EE | $10,748 | $11,906-9.7% | $31,802-66.2% | $13,763-21.9% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |