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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 | $183,218 |
KEY BANK NATIONAL ASSOCIATION1+ years Filed as: KEY TRUST COMPANY OF OHIO Service code 21 · EIN 34-1784820 | Bank Trustee | $72,215 |
CBIZ RETIREMENT PLAN SERVICES1+ years Service code 11 · EIN 31-1582098 | Actuarial | $22,075 |
Filed as: BOBER, MARKEY, DEOROVICH & COMPANY Service code 10 · EIN 34-1523030 | Accounting | $12,800 |
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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 | $49,677-100.0% | $169,917-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 3.6%-3.6pp |
| Annual return | 4.50% | 7.64%-3.1pp | 7.98%-3.5pp | 11.88%-7.4pp |
| Employer contribution / active EE | $5,508 | $10,406-47.1% | $23,724-76.8% | $14,612-62.3% |
| Participant deferral / active EE | $0 | $130-100.0% | $53-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $636-100.0% | $637-100.0% |