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 LLP3+ years Filed as: VERRILL DANA Service code 29 · EIN 01-0176171 | Legal | $43,211 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVIC Service code 16 · EIN 13-2638166 | Consulting | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,989 |
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 | $94,058 | $177,276-46.9% | $94,993-1.0% | $177,276-46.9% |
| Participation rate | 49.0% | 74.8%-25.8pp | 73.9%-24.9pp | 74.8%-25.8pp |
| Annual return | 20.49% | 21.25%-0.8pp | 27.14%-6.7pp | 21.25%-0.8pp |
| Employer contribution / active EE | $835 | $2,479-66.3% | $2,603-67.9% | $2,479-66.3% |
| Participant deferral / active EE | $1,986 | $3,881-48.8% | $3,317-40.1% | $3,881-48.8% |
| Admin fee / account holder | $19 | $154-87.5% | $4,960-99.6% | $154-87.5% |