Filed June 1, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $141,272 |
COMERICA BANK2+ years Filed as: COMERICA BANK INSTITUTIONAL TRUST Service code 19 · EIN 59-0700499 | Securities Custodian | $38,089 |
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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 | $49,677-100.0% | $202,986-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 26.9%-26.9pp | 3.6%-3.6pp |
| Annual return | 4.96% | 11.88%-6.9pp | 2.04%+2.9pp | 11.88%-6.9pp |
| Employer contribution / active EE | $9,265 | $14,612-36.6% | $57,418-83.9% | $14,612-36.6% |
| Participant deferral / active EE | $0 | $518-100.0% | $123-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $255,353-100.0% | $637-100.0% |