Filed October 18, 2004 (most recent of 2 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.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $498,605 |
Filed as: UBS FINANCIAL SERVICES Service code 16 · EIN 13-2638166 | Consulting | $88,467 |
Participant contribution per participant 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 | $64,556 | $110,760-41.7% | $162,185-60.2% | $82,204-21.5% |
| Participation rate | 94.4% | 92.7%+1.8pp | 87.6%+6.9pp | 73.4%+21.0pp |
| Annual return | 21.41% | 22.97%-1.6pp | 115.61%-94.2pp | 26.31%-4.9pp |
| Employer contribution / active EE | $2,720 | $4,437-38.7% | $5,613-51.5% | $2,707+0.5% |
| Participant deferral / active EE | $3,401 | $6,652-48.9% | $7,297-53.4% | $4,246-19.9% |
| Admin fee / account holder | $94 | $65+44.7% | $10,844-99.1% | $76+24.7% |