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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS Service code 50 · EIN 13-2638166 | Direct Payment | $84,295 |
Filed as: ROTHMAN ROCCO LARUFFA LLP Service code 29 3 WEST MAIN ST. · ELMSFORD, NY 10523 | Legal | $50,124 |
RSM US LLP2+ years Filed as: MCGLADREY LLP Service code 10 · EIN 42-0714325 | Accounting | $29,325 |
FIRST ACTUARIAL CONSULTING, INC.2+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM Service code 11 1501 BROADWAY, SUITE 1728 · NEW YORK, NY 10036 | Actuarial | $27,750 |
CASTIGLIA LLP1 year Filed as: CASTIGLIA, LLP Service code 10 · EIN 46-2725636 | Accounting | $27,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | 2.64% | 4.82%-2.2pp | 3.97%-1.3pp | 7.18%-4.5pp |
| Employer contribution / active EE | $1,312 | $12,725-89.7% | $28,168-95.3% | $13,095-90.0% |
| Participant deferral / active EE | $0 | $526-100.0% | $274-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |