Filed June 1, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $123,731 |
COMERICA BANK8+ years Filed as: COMERICA BANK INSTITUTIONAL TRUST Service code 19 · EIN 59-0700499 | Securities Custodian | $40,544 |
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Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | $235,493-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 24.6%-24.6pp | 9.9%-9.9pp |
| Annual return | -14.06% | -6.11%-8.0pp | -6.07%-8.0pp | -5.25%-8.8pp |
| Employer contribution / active EE | $4,212 | $14,192-70.3% | $37,389-88.7% | $15,161-72.2% |
| Participant deferral / active EE | $0 | $331-100.0% | $182-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $12,327-100.0% | $3,859-100.0% |