Filed June 6, 2008
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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $151,580 |
Service code 99 | Other Fees | $61,875 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 99 · EIN 11-1000111 | Other Fees | $61,875 |
LATITUDE SERVICE COMPANY INC2 years Filed as: LATITUDE SERVICE COMPANY Service code 99 · EIN 44-4000444 | Other Fees | $22,981 |
Filed as: LATITUDE SERVICE COMPANY, INC Service code 99 | Other Fees | $22,981 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,275 | $71,142+36.7% | $119,634-18.7% | $64,824+50.1% |
| Participation rate | 98.2% | 78.6%+19.6pp | 79.3%+18.9pp | 71.5%+26.7pp |
| Annual return | -13.56% | -10.01%-3.5pp | -14.98%+1.4pp | 32.84%-46.4pp |
| Employer contribution / active EE | $6,387 | $2,497+155.8% | $4,232+50.9% | $2,507+154.8% |
| Participant deferral / active EE | $5,087 | $4,490+13.3% | $5,601-9.2% | $4,311+18.0% |
| Admin fee / account holder | $254 | $162+56.4% | $10,329-97.5% | $188+35.0% |