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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $14,681 |
D'ARCANGELO & CO., LLP1+ years Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $7,330 |
BLITMAN & KING1+ years Service code 29 · EIN 16-1047304 SUITE 300, 443 N FRANKLIN STREET · SYRACUSE, NY 13204 | Legal | $6,406 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,527 | $50,498-95.0% | $75,784-96.7% | $55,191-95.4% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -6.52% | 1.80%-8.3pp | 9.68%-16.2pp | 10.78%-17.3pp |
| Employer contribution / active EE | $429 | $2,291-81.3% | $3,323-87.1% | $1,899-77.4% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $78 | $123-36.8% | $5,300-98.5% | $91-14.4% |