Filed January 28, 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 INC6+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $70,000 |
Service code 49 · EIN 04-1590850 | Other Services | $15,651 |
SIKICH LLP3 years Filed as: SIKICH, LLP Service code 10 · EIN 36-3168081 | Accounting | $11,300 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,646 | $78,419+106.1% | $133,978+20.7% | $73,412+120.2% |
| Participation rate | 98.3% | 78.6%+19.7pp | 79.8%+18.5pp | 72.2%+26.1pp |
| Annual return | 19.23% | 33.35%-14.1pp | 45.10%-25.9pp | 59.30%-40.1pp |
| Employer contribution / active EE | $1,826 | $2,044-10.6% | $3,919-53.4% | $2,234-18.3% |
| Participant deferral / active EE | $7,153 | $3,925+82.2% | $5,047+41.7% | $3,806+87.9% |
| Admin fee / account holder | $113 | $161-29.8% | $8,930-98.7% | $158-28.3% |