Filed January 4, 2011
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 Filed as: UBS FINANCIAL SERVICES Service code 27 110 NORTH MAIN STREET · DAYTON, OH 45402 | Advisory (Plan) | $12,203 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $5,942 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 51 | Investment Mgmt Fees | $1,799 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,811 | $50,898-67.0% | $171,082-90.2% | $55,167-69.5% |
| Participation rate | 93.3% | 63.3%+30.0pp | 76.7%+16.6pp | 69.0%+24.3pp |
| Annual return | 16.57% | 15.34%+1.2pp | 32.56%-16.0pp | 169.23%-152.7pp |
| Employer contribution / active EE | $1,144 | $1,433-20.1% | $4,002-71.4% | $1,963-41.7% |
| Participant deferral / active EE | $2,798 | $2,994-6.5% | $4,797-41.7% | $3,054-8.4% |
| Admin fee / account holder | $53 | $500-89.5% | $8,520-99.4% | $504-89.6% |