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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 11-1964991 | Other Services | $282,350 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 19 · EIN 13-2638166 | Securities Custodian | $104,255 |
COMERFORD AND DOUGHERTY LLP4+ years Service code 29 · EIN 20-4155471 | Legal | $66,476 |
Service code 10 · EIN 11-3141654 | Accounting | $41,395 |
THE SEGAL COMPANY3 years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $37,050 |
Service code 11 · EIN 26-3842522 | Actuarial | $32,000 |
SLEVIN & HART, P.C.1 year Service code 29 · EIN 52-1708613 | Legal | $22,349 |
PRAGER METIS CPAS, LLC1 year Filed as: PRAGER METIS, CPAS, LLC Service code 10 · EIN 06-1667465 | Accounting | $11,856 |
EARNEST PARTNERS, LLC1 year Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $11,725 |
PITTA LLP1 year Filed as: PITTA, LLP Service code 29 · EIN 26-3852082 | Legal | $7,484 |
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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 | $0 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -3.39% | 4.25%-7.6pp | -752.26%+748.9pp | 0.19%-3.6pp |
| Employer contribution / active EE | $13,872 | $11,906+16.5% | $31,802-56.4% | $13,763+0.8% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |