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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS Service code 19 · EIN 13-2638166 | Securities Custodian | $88,692 |
ROTHMAN, ROCCO, LARUFFA, LLP3 years Filed as: ROTHMAN ROCCO LARUFFA LLP Service code 29 3 WEST MAIN ST. · ELMSFORD, NY 10523 | Legal | $34,730 |
FIRST ACTUARIAL CONSULTING, INC.4+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM Service code 11 1501 BROADWAY, SUITE 1728 · NEW YORK, NY 10036 | Actuarial | $27,750 |
CASTIGLIA LLP3 years Filed as: CASTIGLIA, LLP Service code 10 · EIN 46-2725636 | Accounting | $27,000 |
RSM US LLP4+ years Filed as: MCGLADREY LLP Service code 10 · EIN 42-0714325 | Accounting | $8,500 |
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Employer contribution per participant 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 | $18,026,966-100.0% | $145,218-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 1.8%-1.8pp |
| Annual return | -5.98% | -1.84%-4.1pp | -0.67%-5.3pp | 0.19%-6.2pp |
| Employer contribution / active EE | $1,539 | $15,717-90.2% | $31,731-95.1% | $13,763-88.8% |
| Participant deferral / active EE | $0 | $700-100.0% | $473-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $28,383-100.0% | $426-100.0% |