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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Filed as: UBS Service code 21 | Bank Trustee | $56,654 |
MARCUM LLP2 years Filed as: MARCUM Service code 10 · EIN 11-1986323 730 THIRD AVENUE · NEW YORK, NY 10017 | Accounting | $36,198 |
INTAC ACTUARIAL SERVICES6 years Filed as: INTAC ACTUARIAL SERVICE, INC. Service code 11 300 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Actuarial | $6,125 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,130-100.0% | $7,193,366-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 16.7%-16.7pp | 55.9%-55.9pp |
| Annual return | 7.02% | 27.03%-20.0pp | 78.53%-71.5pp | 24.44%-17.4pp |
| Employer contribution / active EE | $0 | $39,215-100.0% | $31,607-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $16-100.0% | $101-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $0 | $75,389-100.0% | $22,013-100.0% |