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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $107,391 |
FEDERATED4+ years Filed as: FEDERATED CLOVER INVESTMENT ADVISOR Service code 28 · EIN 16-1263400 | Investment Management | $96,382 |
BMO HARRIS BANK NA4+ years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $95,977 |
SYSTEMATIC FINANCIAL MANAGEMENT4+ years Service code 19 · EIN 22-3367558 | Securities Custodian | $83,698 |
MANNING & NAPIER3 years Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $77,755 |
BLITMAN & KING4+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $27,864 |
FINDLEY1 year Service code 11 · EIN 34-1213174 | Actuarial | $24,300 |
Filed as: TRONCONI SEGARRA & ASSOCIATES, LLP Service code 10 · EIN 04-3728817 | Accounting | $18,546 |
JBM COMPUTER CONSULTANTS4+ years Service code 15 · EIN 16-1173118 | Recordkeeping | $9,227 |
HALLETT ASSOCIATES, INC.4+ years Service code 11 · EIN 25-1592340 | Actuarial | $7,300 |
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Annual investment return 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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 2.38% | 33.70%-31.3pp | 14.64%-12.3pp | 53.27%-50.9pp |
| Employer contribution / active EE | $19,576 | $14,473+35.3% | $41,831-53.2% | $14,774+32.5% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |