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 INC3+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $157,901 |
Filed as: CBIZ Service code 11 · EIN 31-1582098 1845 WALNUT STREET, 14TH FLOOR · PHILADELPHIA, PA 19103 | Actuarial | $85,420 |
COMERICA BANK3+ years Service code 18 · EIN 42-1741646 411 W. LAFAYETTE AVE. · DETROIT, MI 48226 | Investment management; Float revenue;... | $26,205 |
Filed as: CASSADY SCHILLER & ASSOCIATES INC. Service code 10 · EIN 31-1311065 4555 LAKE FOREST DR. · CINCINNATI, OH 45242 | Accounting | $5,000 |
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 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 10.88% | 11.14%-0.3pp | 16.78%-5.9pp | 10.41%+0.5pp |
| Employer contribution / active EE | $12,533 | $14,043-10.8% | $26,328-52.4% | $14,691-14.7% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |