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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS INSTITUTIONAL CONSULTING GROUP Service code 28 · EIN 13-2638166 | Investment Management | $210,118 |
THE SEGAL COMPANY4+ years Filed as: SEGAL CO. Service code 11 · EIN 13-1835864 | Actuarial | $38,300 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: NEWSOUTH CAPITAL MANAGEMENT Service code 28 · EIN 62-1237220 | Investment Management | $21,871 |
MSPC4+ years Service code 10 · EIN 22-2951202 | Accounting | $15,500 |
ISSI4+ years Service code 15 · EIN 23-2182079 | Recordkeeping | $10,469 |
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Annual investment return 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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 2.74% | 10.27%-7.5pp | 10.56%-7.8pp | 53.27%-50.5pp |
| Employer contribution / active EE | $14,740 | $12,273+20.1% | $30,197-51.2% | $14,774-0.2% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |