Filed September 28, 1992
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 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $282,994 |
FISCHER DORWART, P.C.1 year Filed as: FISCHER CUNNANE & ASSOCIATES, LTD Service code 10 11 TURNER LANE · WEST CHESTER, PA 19380 | Accounting | $26,000 |
DECHERT LLP3+ years Service code 29 2929 ARCH ST CIRA CENTRE · PHILADELPHIA, PA 19104 | Legal | $15,966 |
KPMG LLP2 years Service code 10 PO BOX 120608 · DALLAS, TX 753120608 | Accounting | $10,000 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $2,720 |
QDRO CONSULTANTS COMPANY, LLC3+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,254 | $100,589-59.0% | $136,298-69.7% | $177,276-76.7% |
| Participation rate | 76.7% | 77.4%-0.8pp | 81.9%-5.3pp | 74.8%+1.8pp |
| Annual return | 17.72% | 39.18%-21.5pp | 5156.27%-5138.6pp | 21.25%-3.5pp |
| Employer contribution / active EE | $451 | $3,259-86.2% | $4,696-90.4% | $2,479-81.8% |
| Participant deferral / active EE | $4,145 | $5,830-28.9% | $6,247-33.6% | $3,881+6.8% |
| Admin fee / account holder | $46 | $55-15.1% | $9,244-99.5% | $154-69.9% |