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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 72 · EIN 13-2638166 333 EARLE OVINGTON BLVD · UNIONDALE, NY 115533622 | Other investment fees and expenses | $11,680 |
Filed as: FIRST ACTUARIAL CONSULTING Service code 11 · EIN 26-3842522 1501 BROADWAY · NEW YORK, NY 10036 | Actuarial | $5,888 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $63,346-100.0% | $92,240-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 68.7%-68.7pp | 76.5%-76.5pp | 69.5%-69.5pp |
| Annual return | 6.70% | 530.19%-523.5pp | 176.29%-169.6pp | 73.15%-66.5pp |
| Employer contribution / active EE | $4,073 | $2,471+64.8% | $3,680+10.7% | $2,343+73.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |