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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 28 · EIN 13-2638166 | Investment Management | $43,255 |
PENCOR, INC.2+ years Service code 11 · EIN 59-3186581 P.O. BOX 19739 · JACKSONVILLE, FL 322459739 | Actuarial | $14,091 |
KP LYNCH CPA PC2+ 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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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 | $451,207-100.0% | $451,207-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 35.0%-35.0pp | 45.9%-45.9pp |
| Annual return | 14.82% | 8.63%+6.2pp | 8.77%+6.1pp | 10.21%+4.6pp |
| Employer contribution / active EE | $0 | $39,478-100.0% | $36,356-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $73-100.0% | $68-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $3,635-100.0% | $3,635-100.0% | $13,518-100.0% |