| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $65,000 |
SUMMIT FINANCIAL CORPORATION4 years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 20-3838633 | Actuarial | $64,150 |
Filed as: KROLL HEINEMAN CARTON, LLC Service code 29 · EIN 76-0760981 | Legal | $60,000 |
KARRI STEINMACHER5+ years Service code 30 · EIN 22-6220288 | Direct payment from the plan; Employe... | $57,346 |
MSPC2 years Service code 10 · EIN 22-2951202 | Accounting | $48,370 |
TARA NICHOLS5+ years Service code 30 · EIN 22-6220288 | Employee (plan); Direct payment from ... | $48,117 |
KATHLEEN RZEPLINSKI1 year Filed as: KATHLEEN KYREAKAKIS Service code 30 · EIN 22-6220288 | Direct payment from the plan; Employe... | $40,354 |
DIANE FITZBERGER1 year Filed as: DIANE FLORIAN Service code 49 65 TIMBERBROOK ROAD · ROCKAWAY, NJ 07866 | Other Services | $34,283 |
BENESYS, INC.5+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $31,693 |
VENTURE ELECTRIC2 years Service code 49 · EIN 27-1996182 | Other Services | $13,513 |
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 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | 1.21% | 15.15%-13.9pp | 10.57%-9.4pp | 11.45%-10.2pp |
| Employer contribution / active EE | $9,246 | $16,781-44.9% | $29,483-68.6% | $17,219-46.3% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |