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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $180,665 |
CARY KANE LLP2+ years Service code 29 · EIN 20-1942442 | Legal | $45,408 |
O'SULLIVAN ASSOCIATES1 year Filed as: O'SULLIVAN ASSOCIATES INC Service code 11 · EIN 20-8199367 | Actuarial | $44,100 |
CHRISTINA MADERICH1 year Service code 30 · EIN 51-6112573 | Employee (plan); Direct payment from ... | $39,496 |
VIRGINIA & AMBINDER, LLP1 year Filed as: VIRGINIA PUTNEY Service code 30 · EIN 51-6112573 | Employee (plan); Direct payment from ... | $32,029 |
Service code 10 · EIN 47-0900880 | Accounting | $27,000 |
EAGLE GLOBAL2+ years Filed as: EAGLE GLOBAL ADVISORS, LLC Service code 28 · EIN 76-0518446 | Investment Management | $14,800 |
Filed as: KLEIN, ZELMAN, ROTHEMEL LLP Service code 29 · EIN 13-2998136 | Legal | $12,349 |
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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 | $35,636-100.0% | $111,575-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 1.8%-1.8pp |
| Annual return | 4.90% | 5.03%-0.1pp | 18.87%-14.0pp | 7.18%-2.3pp |
| Employer contribution / active EE | $10,173 | $10,273-1.0% | $19,828-48.7% | $13,095-22.3% |
| Participant deferral / active EE | $0 | $49-100.0% | $68-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $262-100.0% | $362-100.0% |