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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $49,803 |
AMERICAN REALTY ADVISORS8 years Filed as: FIRST AMERICAN BANK Service code 11 · EIN 36-1078850 | Actuarial | $46,409 |
PENCHECKS7 years Service code 63 · EIN 33-0610503 | 12b-1 Fees | $10,919 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,644-100.0% | $106,128-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 15.27% | 7.25%+8.0pp | 5.04%+10.2pp | 8.21%+7.1pp |
| Employer contribution / active EE | $8,234 | $13,308-38.1% | $26,454-68.9% | $13,841-40.5% |
| Participant deferral / active EE | $1,233 | $61+1933.8% | $78+1483.8% | $62+1900.5% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |