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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS INSTITUTIONAL CONSULTING GROUP Service code 28 · EIN 13-2638166 | Investment Management | $204,531 |
THE SEGAL COMPANY3+ years Filed as: SEGAL CO. Service code 11 · EIN 13-1835864 | Actuarial | $62,557 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: NEWSOUTH CAPITAL MANAGEMENT Service code 28 · EIN 62-1237220 | Investment Management | $28,638 |
MSPC3+ years Service code 10 · EIN 22-2951202 | Accounting | $17,115 |
ISSI3+ years Service code 15 · EIN 23-2182079 | Recordkeeping | $11,460 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 8.54% | 4.25%+4.3pp | -752.26%+760.8pp | 0.19%+8.3pp |
| Employer contribution / active EE | $13,295 | $11,906+11.7% | $31,802-58.2% | $13,763-3.4% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |