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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 11-1964991 | Other Services | $268,429 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 19 · EIN 13-2638166 | Securities Custodian | $110,309 |
SLEVIN & HART, P.C.2 years Service code 29 · EIN 52-1708613 | Legal | $45,200 |
Service code 11 · EIN 26-3842522 | Actuarial | $32,600 |
THE SEGAL COMPANY4 years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $30,336 |
WAGNER & ZWERMAN LLP1 year Service code 10 · EIN 11-2836481 | Accounting | $26,250 |
COMERFORD AND DOUGHERTY LLP5+ years Service code 29 · EIN 20-4155471 | Legal | $18,500 |
EARNEST PARTNERS, LLC2 years Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $12,125 |
EATON VANCE2 years Service code 51 · EIN 04-3101341 | Investment Mgmt Fees | $7,205 |
PITTA LLP2 years Filed as: PITTA, LLP Service code 29 · EIN 26-3852082 | Legal | $5,345 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 11.62% | 10.27%+1.3pp | 10.56%+1.1pp | 53.27%-41.7pp |
| Employer contribution / active EE | $14,676 | $12,273+19.6% | $30,197-51.4% | $14,774-0.7% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |