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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS INSTITUTIONAL CONSULTING GROUP Service code 28 · EIN 13-2638166 | Investment Management | $251,193 |
THE SEGAL COMPANY6+ years Filed as: SEGAL CO. Service code 11 · EIN 13-1835864 | Actuarial | $37,500 |
PRISA2 years Service code 28 C/O PGIM, 7 GIRALDA FARMS · MADISON, NJ 07940 | Investment Management | $23,549 |
MSPC6+ years Service code 10 · EIN 22-2951202 | Accounting | $16,956 |
ISSI6+ years Service code 15 · EIN 23-2182079 | Recordkeeping | $13,832 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 27.33% | 24.46%+2.9pp | 11.08%+16.3pp | 13.24%+14.1pp |
| Employer contribution / active EE | $14,198 | $11,981+18.5% | $28,418-50.0% | $14,616-2.9% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |