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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $138,341 |
O'SULLIVAN ASSOCIATES2 years Filed as: O'SULLIVAN ASSOCIATES INC. Service code 11 · EIN 20-8199367 | Actuarial | $43,900 |
CHRISTINA MADERICH4 years Service code 30 · EIN 51-6112573 | Direct payment from the plan; Employe... | $41,515 |
CALIBRE CPA GROUP PLLC3 years Service code 10 · EIN 47-0900880 | Accounting | $39,989 |
THERESA GRILLO3 years Filed as: THERESA WALTERS Service code 30 · EIN 51-6112573 | Direct payment from the plan; Employe... | $35,006 |
BARBARA GILL2 years Filed as: BARBARA L THOMPSON Service code 30 · EIN 51-6112573 | Employee (plan); Direct payment from ... | $34,845 |
CARY KANE LLP5+ years Service code 29 · EIN 20-1942442 | Legal | $30,465 |
ANDREW FAIR, ESQ.3 years Filed as: ANDREW ADAMS Service code 30 · EIN 51-6112573 | Direct payment from the plan; Employe... | $30,300 |
Filed as: KLEIN, ZELMAN, ROTHEMEL LLP Service code 29 · EIN 13-2998136 | Legal | $7,805 |
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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 | $3,370,408-100.0% | $94,563-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 1.2%-1.2pp |
| Annual return | 9.60% | 20.24%-10.6pp | 16.32%-6.7pp | 53.27%-43.7pp |
| Employer contribution / active EE | $15,145 | $14,384+5.3% | $31,806-52.4% | $14,774+2.5% |
| Participant deferral / active EE | $0 | $1,713-100.0% | $211-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $0 | $13,289-100.0% |