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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 11-1945541 | Other Services | $207,145 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $101,847 |
O'SULLIVAN ASSOCIATES1+ years Filed as: O'SULLIVAN ASSOCITES Service code 11 · EIN 20-8199367 | Actuarial | $47,260 |
CARY KANE LLP1+ years Service code 29 · EIN 20-1942442 | Legal | $46,407 |
ROTHSCHILD ASSET MANAGEMENT1+ years Filed as: ROTHSCHILD ASSET MANAGEMENT INC Service code 28 · EIN 13-2544634 | Investment Management | $42,237 |
SAXBST LLP1+ years Service code 10 · EIN 46-4001827 | Accounting | $31,550 |
CHRISSY MADERICH1+ years Service code 30 · EIN 51-6112573 | Employee (plan); Direct payment from ... | $29,829 |
Filed as: KLEIN ZELMAN ROTHEMEL LLP Service code 29 · EIN 13-2998136 | Legal | $21,797 |
EAGLE GLOBAL1+ years Filed as: EAGLE GLOBAL ADVISORS, LLC Service code 28 · EIN 76-0518446 | Investment Management | $15,748 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $82,591-100.0% | $19,623-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.8%-0.8pp |
| Annual return | -1.46% | -2.01%+0.6pp | -0.97%-0.5pp | -0.60%-0.9pp |
| Employer contribution / active EE | $12,926 | $11,144+16.0% | $22,441-42.4% | $12,272+5.3% |
| Participant deferral / active EE | $0 | $792-100.0% | $183-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $2,730-100.0% | $717-100.0% |