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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6+ years Service code 11 · EIN 06-1053228 | Actuarial | $90,976 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES INC. Service code 70 · EIN 13-2638166 | Consulting Fees | $58,250 |
COMERICA BANK5 years Filed as: COMERICA Service code 21 · EIN 38-2028794 | Bank Trustee | $19,344 |
MARCUM LLP3 years Filed as: MARCUM Service code 10 · EIN 11-1986323 | Accounting | $16,377 |
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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 | $95,044-100.0% | $161,924-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 8.4%-8.4pp |
| Annual return | 4.65% | 9.26%-4.6pp | 10.41%-5.8pp | 18.35%-13.7pp |
| Employer contribution / active EE | $18,364 | $10,913+68.3% | $31,248-41.2% | $14,669+25.2% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $1,130-100.0% | $9,141-100.0% |