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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $294,162 |
BERNADINE MAGNEY2+ years Service code 30 · EIN 16-0836163 | Employee (plan) | $36,660 |
Service code 10 · EIN 47-1793720 | Accounting | $30,313 |
ACTUARIAL BENEFITS CORP2+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 11 · EIN 16-1186135 | Actuarial | $27,275 |
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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 | $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 | 14.08% | 13.03%+1.1pp | 10.36%+3.7pp | 23.90%-9.8pp |
| Employer contribution / active EE | $8,366 | $15,779-47.0% | $37,738-77.8% | $16,539-49.4% |
| 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% |