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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $801,192 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 125 HIGH ST, 24TH FLOOR · BOSTON, MA 02110 | Recordkeeping | $504,336 |
STATE STREET GLOBAL ADVISORS2+ years Service code 19 · EIN 04-1867445 1 LINCOLN ST · BOSTON, MA 021112900 | Securities Custodian | $65,155 |
Filed as: PRUDENTIAL RETIREMENT INSUR & ANNTY Service code 13 · EIN 06-1050034 | Contract Administrator | $43,243 |
RSM US LLP2+ years Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 80 CITY SQUARE · BOSTON, MA 02129 | Accounting | $29,351 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SB LLC-OTHER REP IND Service code 49 · EIN 26-4310632 125 HIGH ST, 24TH FLOOR · BOSTON, MA 02110 | Other Services | $0 |
Filed as: UBS FINCL SERV-OTHER REPORTAB INDIR Service code 99 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Other Fees | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,602 | $38,963+37.6% | $71,793-25.3% | $329,111-83.7% |
| Participation rate | 98.7% | 53.8%+45.0pp | 69.1%+29.6pp | 67.9%+30.9pp |
| Annual return | 3.85% | 9.85%-6.0pp | 78.04%-74.2pp | 16.35%-12.5pp |
| Employer contribution / active EE | $4,716 | $758+522.2% | $1,924+145.1% | $2,303+104.7% |
| Participant deferral / active EE | $0 | $1,286-100.0% | $2,794-100.0% | $3,682-100.0% |
| Admin fee / account holder | $110 | $50+118.3% | $4,815-97.7% | $754-85.4% |