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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS Service code 21 | Bank Trustee | $64,783 |
FRIEDMAN & ANSPACH4+ years Filed as: FRIEDMAN, LLP Service code 10 · EIN 13-1610809 4700 BROADWAY · NEW YORK, NY 10019 | Accounting | $24,440 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERVICE, INC. Service code 11 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Actuarial | $16,295 |
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Participant contribution per participant 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 | $5,937-100.0% | $280,855-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 21.6%-21.6pp | 14.6%-14.6pp |
| Annual return | -6.34% | -3.90%-2.4pp | -0.70%-5.6pp | 10.56%-16.9pp |
| Employer contribution / active EE | $8,295 | $19,150-56.7% | $28,903-71.3% | $13,643-39.2% |
| Participant deferral / active EE | $0 | $169-100.0% | $148-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $1,852-100.0% | $3,354-100.0% |