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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS INSTITUTIONAL CONSULTING GROUP Service code 28 · EIN 13-2638166 | Investment Management | $320,094 |
THE SEGAL COMPANY7+ years Filed as: SEGAL CO. Service code 11 · EIN 13-1835864 | Actuarial | $29,500 |
MSPC7+ years Service code 10 · EIN 22-2951202 | Accounting | $17,124 |
ISSI7+ years Service code 15 · EIN 23-2182079 | Recordkeeping | $14,245 |
PRISA3 years Service code 28 C/O PGIM, 7 GIRALDA FARMS · MADISON, NJ 07940 | Investment Management | $7,914 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -3.55% | -8.26%+4.7pp | -5.85%+2.3pp | 2.77%-6.3pp |
| Employer contribution / active EE | $13,922 | $12,543+11.0% | $31,839-56.3% | $15,262-8.8% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |