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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS Service code 19 · EIN 13-2638166 | Securities Custodian | $120,313 |
ROTHMAN, ROCCO, LARUFFA, LLP9 years Filed as: ROTHMAN ROCCO LARUFFA LLP Service code 29 3 WEST MAIN ST. · ELMSFORD, NY 10523 | Legal | $45,666 |
CASTIGLIA LLP9 years Filed as: CASTIGLIA, LLP Service code 10 · EIN 46-2725636 | Accounting | $32,000 |
FIRST ACTUARIAL CONSULTING, INC.10+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM Service code 11 1501 BROADWAY, SUITE 1728 · NEW YORK, NY 10036 | Actuarial | $31,950 |
SYNTONIC SYSTEMS, INC.2 years Service code 15 111 JOHN STREET · NEW YORK, NY 10038 | Recordkeeping | $10,150 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $0 | $663,797-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 40.5%-40.5pp | 0.0%0pp |
| Annual return | 9.79% | 8.76%+1.0pp | 8.13%+1.7pp | 8.76%+1.0pp |
| Employer contribution / active EE | $1,879 | $16,664-88.7% | $42,719-95.6% | $16,664-88.7% |
| Participant deferral / active EE | $0 | $948-100.0% | $12-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $13,741-100.0% | - |