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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 | Investment Management | $46,535 |
KEY BANK NATIONAL ASSOCIATION1+ years Filed as: KEY TRUST COMPANY OF OHIO Service code 21 · EIN 34-1498244 | Bank Trustee | $16,818 |
CBIZ RETIREMENT PLAN SERVICES1+ years Service code 11 · EIN 31-1582098 | Actuarial | $8,800 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $23,094-100.0% | $169,917-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 10.7%-10.7pp | 10.3%-10.3pp | 12.6%-12.6pp |
| Annual return | 6.73% | 4.80%+1.9pp | 7.98%-1.2pp | 4.56%+2.2pp |
| Employer contribution / active EE | $0 | $12,906-100.0% | $23,724-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $636-100.0% | $1,711-100.0% |