Filed March 10, 2026 (most recent of 2 filings on file)
Total covered: 42 employees
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 63 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | 12b-1 Fees | $51,895 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 64 | Recordkeeping Fees | $46,440 |
LT TRUST COMPANY1 year Filed as: MG TRUST COMPANY Service code 19 | Securities Custodian | $11,366 |
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF ILINOIS Service code 64 | Recordkeeping Fees | $0 |
LT TRUST COMPANY1 year Filed as: MG TRUST Service code 19 | Securities Custodian | $0 |
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 | $143,181 | $57,921+147.2% | $84,753+68.9% | $57,658+148.3% |
| Participation rate | 95.3% | 72.9%+22.4pp | 76.6%+18.7pp | 70.2%+25.1pp |
| Annual return | 9.85% | 10.24%-0.4pp | 22.78%-12.9pp | 5.13%+4.7pp |
| Employer contribution / active EE | $9,115 | $2,598+250.8% | $3,574+155.0% | $1,974+361.8% |
| Participant deferral / active EE | $5,639 | $2,742+105.6% | $3,712+51.9% | $3,061+84.2% |
| Admin fee / account holder | $10 | $130-92.0% | $5,333-99.8% | $95-89.0% |