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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $15,138 |
SLEVIN & HART, P.C.1 year Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVENUE NW · WASHINGTON, DC 20036 | Legal | $7,662 |
Filed as: FIRST ACTUARIAL CONSULTING Service code 11 · EIN 26-3842522 1501 BROADWAY · NEW YORK, NY 10036 | Actuarial | $6,350 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,449-100.0% | $83,830-100.0% | $56,287-100.0% |
| Participation rate | 0.0% | 68.0%-68.0pp | 76.1%-76.1pp | 69.9%-69.9pp |
| Annual return | -7.97% | -1.38%-6.6pp | 850.97%-858.9pp | -9.96%+2.0pp |
| Employer contribution / active EE | $2,140 | $2,430-12.0% | $3,631-41.1% | $2,111+1.4% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,479-100.0% | $521-100.0% |