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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 21 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Bank Trustee | $49,757 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST FIDUCIARY SERVICES Service code 21 · EIN 26-3523944 902 CARNEGIE CENTER · PRINCETON, NJ 08540 | Bank Trustee | $34,932 |
THE SAVITZ ORGANIZATION1+ years Filed as: THE SAVITZ ORGANIZATION, INC. Service code 11 · EIN 23-1700844 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $14,560 |
KRONICK KALADA BERDY & CO., P.C.1+ years Filed as: KRONICK KALADA BERDY & CO. P.C. Service code 10 · EIN 23-2667890 190 LATHROP STREET · KINGSTON, PA 18704 | Accounting | $7,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $304,959-100.0% | $296,643-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 48.9%-48.9pp | 44.4%-44.4pp | 48.7%-48.7pp |
| Annual return | -0.76% | -1.51%+0.7pp | -18.97%+18.2pp | -2.16%+1.4pp |
| Employer contribution / active EE | $23,963 | $56,375-57.5% | $54,628-56.1% | $42,949-44.2% |
| Participant deferral / active EE | $0 | $77-100.0% | $78-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $9,901-100.0% | $9,901-100.0% | $12,572-100.0% |