Filed October 18, 2004
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 INC10+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 13-2638166 3280 PEACHTREE ROAD NE · ATLANTA, GA 303052430 | Advisory (Plan) | $169,115 |
TI TRUST SERVICES6 years Service code 21 · EIN 20-1171923 2900 NORTH 23RD ST · QUINCY, IL 62305 | Bank Trustee | $50,475 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,390 | $92,186+31.7% | $105,624+14.9% | $77,762+56.1% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 15.32% | 17.83%-2.5pp | 116.20%-100.9pp | 31.27%-15.9pp |
| Employer contribution / active EE | $3,642 | $3,376+7.9% | $3,168+15.0% | $2,728+33.5% |
| Participant deferral / active EE | $0 | $5,395-100.0% | $5,013-100.0% | $4,651-100.0% |
| Admin fee / account holder | $514 | $219+134.4% | $10,961-95.3% | $433+18.6% |