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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 28 · EIN 13-2638166 | Investment Management | $45,803 |
PENCOR, INC.1+ years Service code 11 · EIN 59-3186581 P.O. BOX 19739 · JACKSONVILLE, FL 322459739 | Actuarial | $7,696 |
KP LYNCH CPA PC1+ years Filed as: KP LYNCH, CPA, PC Service code 10 · EIN 20-2059984 4329 FOUR ROD ROAD · EAST AURORA, NY 14052 | Accounting | $6,185 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $522,493-100.0% | $522,493-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 47.3%-47.3pp | 37.0%-37.0pp | 45.6%-45.6pp |
| Annual return | -3.00% | 4.02%-7.0pp | 4.11%-7.1pp | 4.16%-7.2pp |
| Employer contribution / active EE | $0 | $38,217-100.0% | $35,308-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $25-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,766-100.0% | $8,766-100.0% | $21,465-100.0% |