Filed September 29, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
VERRILL DANA LLP1+ years Filed as: VERRILL DANA Service code 29 · EIN 01-0176171 | Legal | $52,907 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVIC Service code 16 · EIN 13-2638166 | Consulting | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$169,037 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $83,113 | $67,505+23.1% | $80,004+3.9% | $67,505+23.1% |
| Participation rate | 48.3% | 71.2%-22.9pp | 73.0%-24.7pp | 71.2%-22.9pp |
| Annual return | 2.69% | 6.52%-3.8pp | 7.63%-4.9pp | 6.52%-3.8pp |
| Employer contribution / active EE | $777 | $2,173-64.2% | $2,473-68.6% | $2,173-64.2% |
| Participant deferral / active EE | $1,861 | $3,597-48.3% | $3,204-41.9% | $3,597-48.3% |
| Admin fee / account holder | $24 | $56-56.8% | $5,033-99.5% | $56-56.8% |