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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS Service code 19 · EIN 13-2638166 | Securities Custodian | $84,276 |
ROTHMAN, ROCCO, LARUFFA, LLP4 years Filed as: ROTHMAN ROCCO LARUFFA LLP Service code 29 3 WEST MAIN ST. · ELMSFORD, NY 10523 | Legal | $36,239 |
FIRST ACTUARIAL CONSULTING, INC.5+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM Service code 11 1501 BROADWAY, SUITE 1728 · NEW YORK, NY 10036 | Actuarial | $28,500 |
CASTIGLIA LLP4 years Filed as: CASTIGLIA, LLP Service code 10 · EIN 46-2725636 | Accounting | $27,000 |
RSM US LLP5+ 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.
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 | $3,370,408-100.0% | $336,625-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 51.5%-51.5pp | 1.2%-1.2pp |
| Annual return | 17.90% | 53.27%-35.4pp | 10.36%+7.5pp | 53.27%-35.4pp |
| Employer contribution / active EE | $1,425 | $14,774-90.4% | $52,561-97.3% | $14,774-90.4% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,349-100.0% | $13,289-100.0% |