Filed September 20, 2010
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 · EIN 51-0120742 | Advisory (Plan) | $24,048 |
INTAC ACTUARIAL SERVICES2+ years Service code 13 · EIN 22-2446239 | Contract Administrator | $11,622 |
INTAC ACTUARIAL SERVICES2+ years Filed as: INTAC ACTUARIAL SERVICES INC Service code 13 | Contract Administrator | $4,315 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $342 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $64,657 | $52,467+23.2% | $57,196+13.0% | $55,167+17.2% |
| Participation rate | 75.2% | 75.8%-0.6pp | 75.3%-0.1pp | 69.0%+6.2pp |
| Annual return | 7.41% | 7.72%-0.3pp | 14.59%-7.2pp | 169.23%-161.8pp |
| Employer contribution / active EE | $2,315 | $2,477-6.6% | $2,683-13.7% | $1,963+17.9% |
| Participant deferral / active EE | $3,136 | $2,830+10.8% | $3,096+1.3% | $3,054+2.7% |
| Admin fee / account holder | $122 | $269-54.6% | $3,141-96.1% | $504-75.8% |