Filed June 1, 2018 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $136,044 |
COMERICA BANK7+ years Filed as: COMERICA BANK INSTITUTIONAL TRUST Service code 19 · EIN 59-0700499 | Securities Custodian | $38,758 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $514,344-100.0% | $433,529-100.0% | - |
| Participation rate | 0.0% | 33.3%-33.3pp | 22.9%-22.9pp | - |
| Annual return | 12.77% | 59.12%-46.3pp | 12.74%0pp | - |
| Employer contribution / active EE | $0 | $15,022-100.0% | $33,332-100.0% | - |
| Participant deferral / active EE | $0 | $160-100.0% | $157-100.0% | - |
| Admin fee / account holder | $0 | $0 | $2,396-100.0% | - |