Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $173,527 |
Filed as: CBIZ Service code 11 · EIN 31-1582098 1845 WALNUT STREET, 14TH FLOOR · PHILADELPHIA, PA 19103 | Actuarial | $99,000 |
COMERICA BANK2+ years Service code 18 · EIN 42-1741646 411 W. LAFAYETTE AVE. · DETROIT, MI 48226 | Participant loan processing; Sharehol... | $28,376 |
THE SAVITZ ORGANIZATION2+ years Filed as: THE SAVITZ ORGANIZATION, INC Service code 11 · EIN 23-1700844 1845 WALNUT STREET, 14TH FLOOR · PHILADELPHIA, PA 19103 | Actuarial | $17,300 |
CUNI, RUST & STRENK1 year Filed as: CUNI, RUST & STRENK, INC. Service code 11 · EIN 31-1227755 | Actuarial | $5,500 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | 5.80% | 4.69%+1.1pp | 5.44%+0.4pp | 4.56%+1.2pp |
| Employer contribution / active EE | $15,959 | $15,631+2.1% | $25,481-37.4% | $15,526+2.8% |
| Participant deferral / active EE | $0 | $53-100.0% | $65-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |