Filed May 29, 1996
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.
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| Provider | Service type | Compensation |
|---|---|---|
DOPKINS & COMPANY, LLP9 years Filed as: DOPKINS & COMPANY LLP Service code 10 200 INTERNATIONAL DR · BUFFALO, NY 142215794 | Accounting | $39,400 |
UBS FINANCIAL SERVICES INC6 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $32,109 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,427 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,408 | $89,123+44.1% | $102,460+25.3% | $77,762+65.1% |
| Participation rate | 95.3% | 80.9%+14.4pp | 76.5%+18.8pp | 70.6%+24.7pp |
| Annual return | 9.47% | 25.05%-15.6pp | 29.47%-20.0pp | 31.27%-21.8pp |
| Employer contribution / active EE | $3,575 | $2,700+32.4% | $3,025+18.2% | $2,728+31.1% |
| Participant deferral / active EE | $6,709 | $5,148+30.3% | $5,056+32.7% | $4,651+44.2% |
| Admin fee / account holder | $189 | $236-19.8% | $9,460-98.0% | $433-56.3% |