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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $139,376 |
O'SULLIVAN ASSOCIATES1 year Filed as: O'SULLIVAN ASSOCIATES INC. Service code 11 · EIN 20-8199367 | Actuarial | $43,400 |
CHRISTINA MADERICH3 years Service code 30 · EIN 51-6112573 | Direct payment from the plan; Employe... | $41,362 |
CARY KANE LLP4+ years Service code 29 · EIN 20-1942442 | Legal | $40,440 |
BARBARA GILL1 year Filed as: BARBARA L THOMPSON Service code 30 · EIN 51-6112573 | Direct payment from the plan; Employe... | $33,694 |
THERESA GRILLO2 years Filed as: THERESA WALTERS Service code 30 · EIN 51-6112573 | Direct payment from the plan; Employe... | $33,668 |
ANDREW FAIR, ESQ.2 years Filed as: ANDREW ADAMS Service code 30 · EIN 51-6112573 | Direct payment from the plan; Employe... | $29,215 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 | Accounting | $27,399 |
Filed as: KLEIN, ZELMAN, ROTHEMEL LLP Service code 29 · EIN 13-2998136 | Legal | $10,229 |
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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 | $18,026,966-100.0% | $280,855-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 1.8%-1.8pp |
| Annual return | -4.89% | 4.52%-9.4pp | -0.70%-4.2pp | 0.19%-5.1pp |
| Employer contribution / active EE | $122,735 | $13,719+794.6% | $28,903+324.6% | $13,763+791.8% |
| Participant deferral / active EE | $0 | $2,003-100.0% | $148-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,852-100.0% | $426-100.0% |