| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $70,417 |
Filed as: KROLL HEINEMAN CARTON, LLC Service code 29 · EIN 76-0760981 | Legal | $60,000 |
KARRI STEINMACHER4+ years Service code 30 · EIN 22-6220288 | Direct payment from the plan; Employe... | $55,680 |
SUMMIT FINANCIAL CORPORATION3 years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 20-3838633 | Actuarial | $49,000 |
MSPC1 year Service code 10 · EIN 22-2951202 | Accounting | $48,576 |
TARA NICHOLS4+ years Service code 30 · EIN 22-6220288 | Direct payment from the plan; Employe... | $44,859 |
VANDA NENO1 year Service code 30 · EIN 22-6220288 | Direct payment from the plan; Employe... | $33,251 |
MARY JURNEY4+ years Filed as: MARY ANNE GERLACH Service code 30 · EIN 22-6220288 | Employee (plan); Direct payment from ... | $31,577 |
VENTURE ELECTRIC1 year Service code 49 · EIN 27-1996182 | Other Services | $31,518 |
BENESYS, INC.4+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $23,800 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $3,370,408-100.0% | $94,563-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 1.2%-1.2pp |
| Annual return | 0.30% | 20.24%-19.9pp | 16.32%-16.0pp | 53.27%-53.0pp |
| Employer contribution / active EE | $8,390 | $14,384-41.7% | $31,806-73.6% | $14,774-43.2% |
| Participant deferral / active EE | $0 | $1,713-100.0% | $211-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $0 | $13,289-100.0% |