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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 50 · EIN 13-2638166 | Direct Payment | $88,261 |
RSM US LLP1+ years Filed as: MCGLADREY LLP Service code 10 · EIN 42-0714325 | Accounting | $45,260 |
RICHARD J. WOLF & COMPANY1+ years Filed as: RICHARD M. GREENSPAN, P.C. Service code 29 · EIN 13-3341720 | Legal | $37,100 |
FIRST ACTUARIAL CONSULTING, INC.1+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM Service code 11 1501 BROADWAY, SUITE 1728 · NEW YORK, NY 10036 | Actuarial | $30,911 |
NOVAK FRANCELLA LLC1+ years Filed as: NOVAK FRANCELLA CPAS Service code 10 450 FASHION AVE SUITE 350 · NEW YORK, NY 10123 | Accounting | $7,389 |
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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.
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 | $82,591-100.0% | $108,235-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.8%-0.8pp |
| Annual return | -2.29% | -0.74%-1.5pp | -1.08%-1.2pp | -0.60%-1.7pp |
| Employer contribution / active EE | $1,386 | $12,555-89.0% | $35,779-96.1% | $12,272-88.7% |
| Participant deferral / active EE | $0 | $508-100.0% | $238-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,449-100.0% | $717-100.0% |