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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $105,550 |
DORIS ECHEGUREN3+ years Service code 30 · EIN 11-6170655 | Direct payment from the plan; Employe... | $76,069 |
CARY KANE LLP3+ years Service code 29 · EIN 20-1942442 | Legal | $57,700 |
O'SULLIVAN ASSOCIATES3+ years Service code 11 · EIN 20-8199367 | Actuarial | $52,380 |
CHRISTINA MADERICH2 years Service code 30 · EIN 11-6170655 | Direct payment from the plan; Employe... | $39,060 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $27,667 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $44,091-100.0% | $158,640-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 22.2%-22.2pp | 4.5%-4.5pp |
| Annual return | 8.38% | 13.95%-5.6pp | 10.66%-2.3pp | 13.95%-5.6pp |
| Employer contribution / active EE | $2,736 | $16,598-83.5% | $30,880-91.1% | $16,598-83.5% |
| Participant deferral / active EE | $0 | $511-100.0% | $65-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,478-100.0% | $612-100.0% |