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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 21 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Bank Trustee | $40,423 |
WILMINGTON TRUST3 years Filed as: WILMINGTON TRUST, N.A. Service code 21 · EIN 26-3783342 1100 NORTH MARKET STREET · WILMINGTON, DE 19890 | Bank Trustee | $32,509 |
Filed as: CBIZ Service code 11 · EIN 31-1582098 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $17,100 |
KRONICK KALADA BERDY & CO., P.C.4+ 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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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $215,441-100.0% | $215,441-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 53.1%-53.1pp | 50.7%-50.7pp | 46.4%-46.4pp |
| Annual return | -3.52% | 1.21%-4.7pp | 1.09%-4.6pp | -82.67%+79.1pp |
| Employer contribution / active EE | $35,717 | $59,814-40.3% | $57,621-38.0% | $43,771-18.4% |
| Participant deferral / active EE | $0 | $182-100.0% | $181-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $10,762-100.0% | $10,762-100.0% | $11,204-100.0% |