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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Service code 11 · EIN 06-1053228 | Actuarial | $106,248 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 70 · EIN 13-2638166 | Consulting Fees | $79,675 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN BROTHERS HARRIMAN Service code 27 · EIN 36-4469928 | Advisory (Plan) | $23,269 |
MARCUM LLP2+ years Service code 10 · EIN 11-1986323 | Accounting | $15,553 |
COMERICA BANK1 year Filed as: COMERICA Service code 21 · EIN 38-2028794 | Bank Trustee | $11,032 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $7,422 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,757-100.0% | $158,640-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 11.3%-11.3pp |
| Annual return | 7.54% | 9.02%-1.5pp | 10.66%-3.1pp | 10.41%-2.9pp |
| Employer contribution / active EE | $4,718 | $8,857-46.7% | $30,880-84.7% | $14,691-67.9% |
| Participant deferral / active EE | $0 | $217-100.0% | $65-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $1,478-100.0% | $2,646-100.0% |