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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 ONE CITY CENTER, 7TH FLOOR · PORTLAND, ME 04112 | Advisory (Plan) | $77,449 |
Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 11 · EIN 52-1590516 | Actuarial | $57,600 |
Service code 29 · EIN 01-0373027 | Legal | $18,089 |
NOVAK FRANCELLA LLC1 year Service code 10 · EIN 61-1436956 | Accounting | $17,143 |
LECKENBY BENEFITS CONSULTING4+ years Filed as: LECKENBY BENEFITS CONSULTANTS Service code 11 · EIN 20-4457764 | Actuarial | $11,620 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | -6.76% | 1.05%-7.8pp | -752.26%+745.5pp | -0.69%-6.1pp |
| Employer contribution / active EE | $8,870 | $11,363-21.9% | $31,802-72.1% | $16,786-47.2% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |