Filed May 2, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 20 · EIN 13-2638166 | Trustee (individual) | $173,288 |
CONDUENT HR CONSULTING, LLC2 years Service code 11 · EIN 13-3954297 | Actuarial | $110,565 |
FUST CHARLES CHAMBERS LLP3+ years Filed as: FUST CHARLES CHAMBERS, LLP Service code 10 · EIN 16-1226221 | Accounting | $8,500 |
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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 | $76,418-100.0% | $350,496-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 31.4%-31.4pp | 11.3%-11.3pp |
| Annual return | 13.54% | 10.91%+2.6pp | 12.88%+0.7pp | 10.41%+3.1pp |
| Employer contribution / active EE | $35,000 | $12,279+185.0% | $40,010-12.5% | $14,691+138.2% |
| Participant deferral / active EE | $0 | $9-100.0% | $66-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $4,558-100.0% | $7,226-100.0% | $2,646-100.0% |