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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $313,693 |
Service code 10 · EIN 47-1793720 | Accounting | $30,933 |
ACTUARIAL BENEFITS CORP5+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 11 · EIN 16-1186135 | Actuarial | $27,055 |
LIPSITZ GREEN SCIME & CAMBRIA5+ years Filed as: LIPSITZ GREEN SCIME CAMBRIA LLP Service code 29 · EIN 16-0905097 | Legal | $7,115 |
Service code 16 · EIN 16-1608210 | Consulting | $5,248 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 7.82% | 6.41%+1.4pp | 8.01%-0.2pp | 11.45%-3.6pp |
| Employer contribution / active EE | $7,706 | $11,592-33.5% | $29,475-73.9% | $17,219-55.2% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |