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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICANS · NEW YORK, NY 10019 | Advisory (Plan) | $50,024 |
COMERICA BANK10+ years Service code 18 · EIN 42-1741646 411 W. LAFAYETTE AVE. · DETROIT, NY 48226 | Participant loan processing; Sub-tran... | $27,356 |
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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 | 13.75% | 7.25%+6.5pp | 5.04%+8.7pp | 8.21%+5.5pp |
| Employer contribution / active EE | $21,528 | $13,308+61.8% | $26,454-18.6% | $13,841+55.5% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |