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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $168,794 |
Filed as: CBIZ Service code 11 · EIN 31-1582098 1845 WALNUT STREET, 14TH FLOOR · PHILADELPHIA, PA 19103 | Actuarial | $50,100 |
COMERICA BANK4+ years Service code 18 · EIN 42-1741646 411 W. LAFAYETTE AVE. · DETROIT, MI 48226 | Sub-transfer agency fees; Shareholder... | $27,263 |
Filed as: CASSADY SCHILLER & ASSOCIATES INC. Service code 10 · EIN 31-1311065 4555 LAKE FOREST DR. · CINCINNATI, OH 45242 | Accounting | $5,000 |
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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 | $48,087-100.0% | $157,466-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 11.9%-11.9pp | 14.6%-14.6pp |
| Annual return | -4.55% | -2.83%-1.7pp | 12.68%-17.2pp | 10.56%-15.1pp |
| Employer contribution / active EE | $10,503 | $11,770-10.8% | $22,860-54.1% | $13,643-23.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $123-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,275-100.0% | $2,825-100.0% | $3,354-100.0% |