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 | $343,131 |
VERRILL DANA LLP7 years Filed as: VERRILL DANA, LLP Service code 29 · EIN 01-0176171 | Legal | $64,220 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS FINANCIAL SERVIC Service code 16 · EIN 13-2638166 | Consulting | $56,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,887 | $78,104+48.4% | $91,215+27.0% | $78,104+48.4% |
| Participation rate | 56.3% | 74.5%-18.2pp | 73.2%-16.9pp | 74.5%-18.2pp |
| Annual return | -13.10% | 10.90%-24.0pp | 114.15%-127.2pp | 10.90%-24.0pp |
| Employer contribution / active EE | $2,651 | $3,128-15.2% | $2,852-7.0% | $3,128-15.2% |
| Participant deferral / active EE | $2,603 | $5,089-48.8% | $4,234-38.5% | $5,089-48.8% |
| Admin fee / account holder | $87 | $79+10.3% | $5,424-98.4% | $79+10.3% |