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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS INSTITUTIONAL CONSULTING GROUP Service code 28 · EIN 13-2638166 | Investment Management | $262,787 |
THE SEGAL COMPANY10+ years Filed as: SEGAL CO. Service code 11 · EIN 13-1835864 | Actuarial | $39,234 |
Service code 15 3000 S LENOLA ROAD · MAPLE SHADE, NJ 08052 | Recordkeeping | $20,923 |
MSPC10+ years Service code 10 · EIN 22-2951202 | Accounting | $19,248 |
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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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 7.07% | 8.62%-1.6pp | 8.99%-1.9pp | 10.52%-3.4pp |
| Employer contribution / active EE | $16,500 | $14,400+14.6% | $25,171-34.5% | $15,140+9.0% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |