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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS REALTY INVESTORS Service code 28 · EIN 61-1553760 | Investment Management | $57,188 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $49,000 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLLINGTON MANAGEMENT COMPANY LLP Service code 52 · EIN 04-2755549 | Indirect Investment Fees | $37,269 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $33,000 |
Filed as: PYRAMIS GLOBAL ADVISORS TRUST Service code 28 · EIN 20-4659714 | Investment Management | $31,794 |
SEI INVESTMENTS3+ years Filed as: SEI TRUST COMPANY Service code 19 · EIN 06-1271230 | Securities Custodian | $28,334 |
Filed as: TRONCONI SEGARRA & ASSOCIATES LLP Service code 10 · EIN 04-3728817 | Accounting | $16,100 |
LIPSITZ GREEN SCIME & CAMBRIA3+ years Filed as: LIPSITZ GREEN SCIME CAMBRIA LLP Service code 29 · EIN 16-0905097 | Legal | $5,948 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 7.35% | -1.12%+8.5pp | -2.18%+9.5pp | 0.19%+7.2pp |
| Employer contribution / active EE | $8,744 | $12,052-27.5% | $38,751-77.4% | $13,763-36.5% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |