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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS INSTITUTIONAL CONSULTING GROUP Service code 28 · EIN 13-2638166 | Investment Management | $171,021 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: NEWSOUTH CAPITAL MANAGEMENT Service code 28 · EIN 62-1237220 | Investment Management | $39,504 |
THE SEGAL COMPANY2+ years Filed as: SEGAL CO. Service code 11 · EIN 13-1835864 | Actuarial | $36,306 |
MSPC2+ years Service code 10 · EIN 22-2951202 | Accounting | $14,840 |
ISSI2+ years Service code 15 · EIN 23-2182079 | Recordkeeping | $11,025 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 10.42% | 11.09%-0.7pp | 8.32%+2.1pp | 13.95%-3.5pp |
| Employer contribution / active EE | $14,469 | $10,980+31.8% | $30,793-53.0% | $16,598-12.8% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |