Filed October 18, 2004
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 INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $35,000 |
BUCHANAN INGERSOLL & ROONEY PC2+ years Filed as: BUCHANAN INGERSOLL & ROONEY, PC Service code 29 · EIN 25-1381032 | Legal | $22,800 |
GBQ PARTNERS2+ years Service code 10 · EIN 20-2122306 | Accounting | $15,500 |
AON CONSULTING2+ years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $5,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,922 | $23,734-20.3% | $69,182-72.6% | $65,292-71.0% |
| Participation rate | 100.0% | 33.1%+66.9pp | 55.1%+44.9pp | 72.4%+27.6pp |
| Annual return | 7.37% | 19.78%-12.4pp | -21.93%+29.3pp | 11.84%-4.5pp |
| Employer contribution / active EE | $621 | $294+111.0% | $1,206-48.6% | $2,302-73.0% |
| Participant deferral / active EE | $0 | $695-100.0% | $1,897-100.0% | $3,579-100.0% |
| Admin fee / account holder | $8 | $58-86.1% | $2,697-99.7% | $57-85.8% |