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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Service code 20 1 MONARCH PLACE 1400 · SPRINGIFLED, MA 01103 | Trustee (individual) | $146,067 |
ZENITH AMERICAN SOLUTIONS3 years Service code 12 · EIN 06-0811449 | Claims processing | $47,836 |
Service code 11 · EIN 31-1582098 | Actuarial | $36,250 |
NICHOLAS LAPIER CPA PC4+ years Service code 10 · EIN 32-0048525 | Accounting | $14,357 |
KRAKOW & SOURIS3 years Filed as: KRAKOW & SOURIS LLC Service code 22 · EIN 13-3689044 | Insurance Broker | $8,279 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 1.14% | 10.27%-9.1pp | 10.56%-9.4pp | 53.27%-52.1pp |
| Employer contribution / active EE | $8,619 | $12,273-29.8% | $30,197-71.5% | $14,774-41.7% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |