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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5+ years Service code 20 1 MONARCH PLACE 1400 · SPRINGFIELD, MA 01103 | Trustee (individual) | $170,283 |
ZENITH AMERICAN SOLUTIONS4 years Service code 12 · EIN 06-0811449 | Claims processing | $49,272 |
Service code 11 · EIN 31-1582098 | Actuarial | $29,000 |
NICHOLAS LAPIER CPA PC5+ years Service code 10 · EIN 32-0048525 | Accounting | $15,853 |
KRAKOW & SOURIS4 years Filed as: KRAKOW & SOURIS LLC Service code 22 · EIN 13-3689044 | Insurance Broker | $12,085 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 6.60% | 6.41%+0.2pp | 8.01%-1.4pp | 11.45%-4.8pp |
| Employer contribution / active EE | $9,194 | $11,592-20.7% | $29,475-68.8% | $17,219-46.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |