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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $136,343 |
Filed as: CBIZ Service code 11 · EIN 31-1582098 1845 WALNUT STREET, 14TH FLOOR · PHILADELPHIA, PA 19103 | Actuarial | $78,600 |
COMERICA BANK5+ years Service code 18 · EIN 42-1741646 411 W. LAFAYETTE AVE. · DETROIT, MI 48226 | Trustee (bank, trust company, or simi... | $27,329 |
Service code 10 · EIN 31-1311065 4555 LAKE FOREST DR., SUITE 400 · CINCINNATI, OH 45242 | Accounting | $12,000 |
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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 | $58,463-100.0% | $133,543,011-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 8.0%-8.0pp | 13.0%-13.0pp |
| Annual return | 17.65% | 12.80%+4.8pp | 29.77%-12.1pp | 13.59%+4.1pp |
| Employer contribution / active EE | $49,324 | $11,862+315.8% | $33,607+46.8% | $14,592+238.0% |
| Participant deferral / active EE | $0 | $86-100.0% | $96-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $325-100.0% | $835,310-100.0% | $29,657-100.0% |