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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 28 · EIN 13-2638166 | Investment Management | $48,405 |
EGPS1 year Filed as: EGPS, INC. Service code 11 · EIN 13-3180178 207 WEST 25TH STREET · NEW YORK, NY 10001 | Actuarial | $10,538 |
KP LYNCH CPA PC4+ 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 | $445,290-100.0% | $445,290-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 46.7%-46.7pp | 31.8%-31.8pp | 47.4%-47.4pp |
| Annual return | 13.38% | 10.97%+2.4pp | 11.97%+1.4pp | 12.16%+1.2pp |
| Employer contribution / active EE | $0 | $40,487-100.0% | $37,298-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $24-100.0% | $23-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,503-100.0% | $1,503-100.0% | $17,640-100.0% |