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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 | Investment Management | $125,220 |
KEY BANK NATIONAL ASSOCIATION2+ years Filed as: KEY TRUST COMPANY OF OHIO Service code 21 · EIN 34-1784820 | Bank Trustee | $71,041 |
CBIZ RETIREMENT PLAN SERVICES2+ years Service code 11 · EIN 31-1582098 | Actuarial | $22,850 |
Filed as: BOBER, MARKEY, DEOROVICH & COMPANY Service code 10 · EIN 34-1523030 | Accounting | $11,600 |
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Annual investment return 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.
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 | $44,091-100.0% | $180,484-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 4.5%-4.5pp |
| Annual return | 7.83% | 18.28%-10.4pp | 10.53%-2.7pp | 13.95%-6.1pp |
| Employer contribution / active EE | $11,735 | $11,746-0.1% | $29,360-60.0% | $16,598-29.3% |
| Participant deferral / active EE | $0 | $174-100.0% | $54-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,273-100.0% | $612-100.0% |