Filed December 15, 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 INC3 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $67,931 |
MATRIX TRUST COMPANY1 year Service code 15 · EIN 75-3182674 | Recordkeeping | $40,619 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK Service code 15 · EIN 39-1186267 | Recordkeeping | $850 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,708 | $72,254-21.5% | $86,677-34.6% | $64,808-12.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -14.58% | 392.42%-407.0pp | 35.91%-50.5pp | 32.82%-47.4pp |
| Employer contribution / active EE | $1,669 | $2,393-30.3% | $2,836-41.2% | $2,506-33.4% |
| Participant deferral / active EE | $6,068 | $4,658+30.3% | $4,656+30.3% | $4,310+40.8% |
| Admin fee / account holder | $267 | $174+53.8% | $7,493-96.4% | $188+42.4% |