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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 315 DEADERICK ST. · NASHVILLE, TN 37238 | Advisory (Plan) | $30,000 |
Filed as: GREAT-WEST TRUST COMPANY, LLC (NY) Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,959 |
DOPKINS & COMPANY, LLP4 years Filed as: DOPKINS & COMPANY Service code 10 200 INTERNATIONAL DRIVE · BUFFALO, NY 14221 | Accounting | $14,100 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $156,223 | $79,519+96.5% | $95,960+62.8% | $73,412+112.8% |
| Participation rate | 91.2% | 81.2%+10.1pp | 77.1%+14.2pp | 72.2%+19.1pp |
| Annual return | 11.84% | 19.20%-7.4pp | 91.63%-79.8pp | 59.30%-47.5pp |
| Employer contribution / active EE | $2,818 | $2,048+37.6% | $2,541+10.9% | $2,234+26.1% |
| Participant deferral / active EE | $6,263 | $4,138+51.3% | $4,167+50.3% | $3,806+64.6% |
| Admin fee / account holder | $166 | $184-9.8% | $6,797-97.6% | $158+5.3% |