Filed June 1, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $111,804 |
COMERICA BANK9+ years Filed as: COMERICA BANK INSTITUTIONAL TRUST Service code 19 · EIN 59-0700499 | Securities Custodian | $36,946 |
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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 | $282,865-100.0% | $381,452-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 12.4%-12.4pp |
| Annual return | 13.65% | 1.58%+12.1pp | 7.47%+6.2pp | 9.89%+3.8pp |
| Employer contribution / active EE | $5,700 | $9,266-38.5% | $44,557-87.2% | $14,313-60.2% |
| Participant deferral / active EE | $0 | $431-100.0% | $182-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $3,849-100.0% | $9,084-100.0% |