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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $136,551 |
DORIS ECHEGUREN2+ years Service code 30 · EIN 11-6170655 | Direct payment from the plan; Employe... | $74,061 |
O'SULLIVAN ASSOCIATES2+ years Service code 11 · EIN 20-8199367 | Actuarial | $52,500 |
CARY KANE LLP2+ years Service code 29 · EIN 20-1942442 | Legal | $45,742 |
CHRISTINA MADERICH1 year Service code 30 · EIN 11-6170655 | Employee (plan); Direct payment from ... | $41,515 |
VIRGINIA & AMBINDER, LLP1 year Filed as: VIRGINIA PUTNEY Service code 30 · EIN 11-6170655 | Employee (plan); Direct payment from ... | $29,084 |
Service code 10 · EIN 47-0900880 | Accounting | $27,000 |
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Employer contribution per participant 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.
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 | $49,677-100.0% | $139,743-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 22.6%-22.6pp | 3.6%-3.6pp |
| Annual return | 4.69% | 11.88%-7.2pp | 4.96%-0.3pp | 11.88%-7.2pp |
| Employer contribution / active EE | $2,975 | $14,612-79.6% | $29,749-90.0% | $14,612-79.6% |
| Participant deferral / active EE | $0 | $518-100.0% | $26-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $3,369-100.0% | $637-100.0% |