Filed December 26, 2011 (most recent of 3 filings on file)
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 INC9 years Filed as: UBS FINANCIAL SERVICES Service code 28 299 PARK AVENUE, 25TH FLOOR · NEW YORK, NY 101710002 | Investment Management | $103,471 |
STRATEGIC PENSION SERVICES, LLC10+ years Service code 13 · EIN 14-1836262 P.O. BOX 767 · SELKIRK, NY 12158 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,878 | $50,919-53.1% | $155,556-84.6% | $77,762-69.3% |
| Participation rate | 99.1% | 63.1%+36.0pp | 78.2%+20.8pp | 70.6%+28.5pp |
| Annual return | 10.07% | 34.84%-24.8pp | 64.84%-54.8pp | 31.27%-21.2pp |
| Employer contribution / active EE | $2,005 | $1,991+0.7% | $4,675-57.1% | $2,728-26.5% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $185 | $437-57.7% | $15,885-98.8% | $433-57.3% |