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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 21 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Bank Trustee | $47,997 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST, N.A. Service code 21 · EIN 26-3783342 1100 NORTH MARKET STREET · WILMINGTON, DE 19890 | Bank Trustee | $34,835 |
Filed as: CBIZ SAVITZ Service code 11 · EIN 31-1582098 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $14,950 |
KRONICK KALADA BERDY & CO., P.C.2+ years Filed as: KRONICK KALADA BERDY & CO. P.C. Service code 10 · EIN 23-2667890 190 LATHROP STREET · KINGSTON, PA 18704 | Accounting | $7,500 |
THE SAVITZ ORGANIZATION2+ years Filed as: THE SAVITZ ORGANIZATION, INC. Service code 11 · EIN 23-1700844 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $5,500 |
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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 | $204,494-100.0% | $358,154-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 39.7%-39.7pp | 37.4%-37.4pp | 45.6%-45.6pp |
| Annual return | 0.91% | 2.15%-1.2pp | 2.24%-1.3pp | 4.16%-3.2pp |
| Employer contribution / active EE | $43,542 | $53,629-18.8% | $54,559-20.2% | $42,918+1.5% |
| Participant deferral / active EE | $0 | $81-100.0% | $81-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $3,530-100.0% | $6,053-100.0% | $21,465-100.0% |