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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $132,967 |
CHRISTINA MADERICH5 years Service code 30 · EIN 51-6112573 | Employee (plan); Direct payment from ... | $53,861 |
O'SULLIVAN ASSOCIATES3 years Filed as: O'SULLIVAN ASSOCIATES INC. Service code 11 · EIN 20-8199367 | Actuarial | $45,600 |
BARBARA GILL1 year Filed as: BARBARA THOMPSON Service code 30 · EIN 51-6112573 | Employee (plan); Direct payment from ... | $45,187 |
THERESA GRILLO4 years Filed as: THERESA WALTERS Service code 30 · EIN 51-6112573 | Employee (plan); Direct payment from ... | $41,922 |
ANDREW FAIR, ESQ.4 years Filed as: ANDREW ADAMS Service code 30 · EIN 51-6112573 | Direct payment from the plan; Employe... | $36,210 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $31,848 |
CARY KANE LLP6+ years Service code 29 · EIN 20-1942442 | Legal | $21,808 |
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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 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | 8.21% | 15.15%-6.9pp | 10.57%-2.4pp | 11.45%-3.2pp |
| Employer contribution / active EE | $15,422 | $16,781-8.1% | $29,483-47.7% | $17,219-10.4% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |