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 year Service code 29 · EIN 01-0176171 | Legal | $48,146 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $45,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,359 |
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 | $123,568 | $93,223+32.6% | $104,656+18.1% | $93,223+32.6% |
| Participation rate | 58.7% | 74.9%-16.2pp | 74.1%-15.3pp | 74.9%-16.2pp |
| Annual return | 19.93% | 19.29%+0.6pp | 340.70%-320.8pp | 19.29%+0.6pp |
| Employer contribution / active EE | $3,416 | $2,680+27.5% | $2,682+27.4% | $2,680+27.5% |
| Participant deferral / active EE | $2,218 | $4,563-51.4% | $3,738-40.7% | $4,563-51.4% |
| Admin fee / account holder | $22 | $79-71.6% | $6,466-99.7% | $79-71.6% |