Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS Service code 19 · EIN 13-2638166 | Securities Custodian | $97,689 |
ROTHMAN, ROCCO, LARUFFA, LLP5 years Filed as: ROTHMAN ROCCO LARUFFA LLP Service code 29 3 WEST MAIN ST. · ELMSFORD, NY 10523 | Legal | $36,200 |
FIRST ACTUARIAL CONSULTING, INC.6+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM Service code 11 1501 BROADWAY, SUITE 1728 · NEW YORK, NY 10036 | Actuarial | $30,000 |
CASTIGLIA LLP5 years Filed as: CASTIGLIA, LLP Service code 10 · EIN 46-2725636 | Accounting | $27,000 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $11,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $2,822,362-100.0% | $438,681-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 44.3%-44.3pp | 0.6%-0.6pp |
| Annual return | 12.20% | 11.45%+0.7pp | 4.26%+7.9pp | 11.45%+0.7pp |
| Employer contribution / active EE | $1,927 | $17,219-88.8% | $54,767-96.5% | $17,219-88.8% |
| Participant deferral / active EE | $0 | $357-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,187-100.0% | $15,480-100.0% |