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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,637 |
Filed as: UBS FINANCIAL SERVICES Service code 16 · EIN 13-1638166 | Consulting | $30,000 |
VERRILL DANA LLP1 year Filed as: VERRILL DANA, LLP Service code 16 · EIN 01-0176171 | Consulting | $8,667 |
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 | $84,958 | $65,292+30.1% | $87,502-2.9% | $65,292+30.1% |
| Participation rate | 48.9% | 72.4%-23.5pp | 73.8%-24.9pp | 72.4%-23.5pp |
| Annual return | 6.91% | 11.84%-4.9pp | 12.21%-5.3pp | 11.84%-4.9pp |
| Employer contribution / active EE | $806 | $2,302-65.0% | $2,550-68.4% | $2,302-65.0% |
| Participant deferral / active EE | $1,931 | $3,579-46.0% | $3,149-38.7% | $3,579-46.0% |
| Admin fee / account holder | $15 | $57-73.7% | $4,221-99.6% | $57-73.7% |