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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS REALTY INVESTORS Service code 28 · EIN 61-1553760 | Investment Management | $58,132 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $49,000 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLLINGTON MANAGEMENT COMPANY LLP Service code 52 · EIN 04-2755549 | Indirect Investment Fees | $33,883 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $33,000 |
SEI INVESTMENTS2+ years Filed as: SEI TRUST COMPANY Service code 19 · EIN 06-1271230 | Securities Custodian | $25,863 |
Filed as: PYRAMIS GLOBAL ADVISORS TRUST Service code 28 · EIN 20-4659714 | Investment Management | $24,614 |
Filed as: TRONCONI SEGARRA & ASSOCIATES LLP Service code 10 · EIN 04-3728817 | Accounting | $10,100 |
LIPSITZ GREEN SCIME & CAMBRIA2+ years Filed as: LIPSITZ GREEN SCIME CAMBRIA LLP Service code 29 · EIN 16-0905097 | Legal | $5,618 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 9.80% | 13.03%-3.2pp | 10.36%-0.6pp | 23.90%-14.1pp |
| Employer contribution / active EE | $8,529 | $15,779-45.9% | $37,738-77.4% | $16,539-48.4% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |