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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 400 LINDEN OAKS · ROCHESTER, NY 14625 | Advisory (Plan) | $87,524 |
IBEW LOCAL 840 PENSION FUND9+ years Service code 49 · EIN 16-6075984 | Other Services | $59,538 |
BONADIO & CO., LLP9+ years Filed as: BONADIO & CO.,LLP Service code 10 · EIN 16-1131146 | Accounting | $12,800 |
ROBERT PIZZO, ESQ.7 years Filed as: ROBERT PIZZO Service code 29 · EIN 82-0553395 | Legal | $9,510 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,957 | $93,010-57.0% | $96,538-58.6% | $74,473-46.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 5.89% | 37.50%-31.6pp | 35.74%-29.8pp | 34.36%-28.5pp |
| Employer contribution / active EE | $2,483 | $3,427-27.5% | $3,740-33.6% | $2,638-5.9% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $493 | $633-22.2% | $6,737-92.7% | $347+42.0% |