Filed January 6, 2006 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 38 · EIN 06-1050034 | Participant Communication | $93,618 |
UBS FINANCIAL SERVICES INC9+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $57,318 |
CHARLES SCHWAB & CO., INC.3 years Filed as: REA & ASSOCIATES Service code 10 · EIN 34-1310124 | Accounting | $12,093 |
NATIONWIDE8 years Service code 99 · EIN 31-4156860 | Other Fees | $1,507 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,352 | $50,169-75.4% | $149,740-91.8% | $80,187-84.6% |
| Participation rate | 100.0% | 64.3%+35.7pp | 78.8%+21.2pp | 72.9%+27.1pp |
| Annual return | 47.78% | 29.82%+18.0pp | 134.51%-86.7pp | 40.40%+7.4pp |
| Employer contribution / active EE | $845 | $1,869-54.8% | $4,821-82.5% | $2,980-71.7% |
| Participant deferral / active EE | $3,718 | $3,194+16.4% | $5,683-34.6% | $5,016-25.9% |
| Admin fee / account holder | $39 | $153-74.4% | $13,222-99.7% | $145-73.1% |