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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS Service code 19 · EIN 13-2638166 | Securities Custodian | $106,048 |
ROTHMAN, ROCCO, LARUFFA, LLP8 years Filed as: ROTHMAN ROCCO LARUFFA LLP Service code 29 3 WEST MAIN ST. · ELMSFORD, NY 10523 | Legal | $44,904 |
FIRST ACTUARIAL CONSULTING, INC.9+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM Service code 11 1501 BROADWAY, SUITE 1728 · NEW YORK, NY 10036 | Actuarial | $38,700 |
CASTIGLIA LLP8 years Filed as: CASTIGLIA, LLP Service code 10 · EIN 46-2725636 | Accounting | $35,100 |
SYNTONIC SYSTEMS, INC.1 year Service code 15 111 JOHN STREET · NEW YORK, NY 10038 | Recordkeeping | $8,625 |
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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 | $3,299,877-100.0% | $431,983-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 66.7%-66.7pp | 2.3%-2.3pp |
| Annual return | 14.09% | 37.74%-23.7pp | 9.65%+4.4pp | 37.74%-23.7pp |
| Employer contribution / active EE | $1,957 | $15,788-87.6% | $50,020-96.1% | $15,788-87.6% |
| Participant deferral / active EE | $0 | $732-100.0% | $62-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $35,292-100.0% | $9,287-100.0% |