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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $47,530 |
AMERICAN REALTY ADVISORS5 years Filed as: FIRST AMERICAN BANK Service code 11 · EIN 36-1078850 | Actuarial | $40,850 |
PENCHECKS4 years Service code 63 · EIN 33-0610503 | 12b-1 Fees | $9,799 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 11.52% | 8.91%+2.6pp | 7.32%+4.2pp | 11.84%-0.3pp |
| Employer contribution / active EE | $5,572 | $8,713-36.1% | $23,426-76.2% | $17,339-67.9% |
| Participant deferral / active EE | $1,386 | $675+105.3% | $107+1192.6% | $683+103.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |