Filed June 1, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $142,360 |
COMERICA BANK1+ years Filed as: COMERICA BANK INSTITUTIONAL TRUST Service code 19 · EIN 59-0700499 | Securities Custodian | $38,981 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $205,401-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 17.6%-17.6pp | 4.3%-4.3pp |
| Annual return | -4.54% | 2.81%-7.3pp | 0.02%-4.6pp | 2.81%-7.3pp |
| Employer contribution / active EE | $11,451 | $16,358-30.0% | $45,513-74.8% | $16,358-30.0% |
| Participant deferral / active EE | $0 | $775-100.0% | $109-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $4,705-100.0% | $1,639-100.0% |