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 |
|---|---|---|
Service code 14 · EIN 31-1317049 | Plan Administrator | $58,637 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $43,750 |
GBQ PARTNERS6+ years Service code 10 · EIN 20-2122306 | Accounting | $16,000 |
Service code 29 · EIN 31-4373657 321 N CLARK ST #400 · CHICAGO, IL 60654 | Legal | $12,057 |
COZEN O'CONNOR2 years Service code 29 ONE LIBERTY PLACE, · PHILADELPHIA, PA 19103 | Legal | $1,377 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,359 | $29,516+13.0% | $77,557-57.0% | $90,274-63.0% |
| Participation rate | 100.0% | 33.7%+66.3pp | 54.2%+45.8pp | 73.4%+26.6pp |
| Annual return | 12.86% | 231.18%-218.3pp | 54.83%-42.0pp | 53.97%-41.1pp |
| Employer contribution / active EE | $972 | $381+155.4% | $987-1.4% | $2,523-61.5% |
| Participant deferral / active EE | $0 | $944-100.0% | $1,861-100.0% | $4,231-100.0% |
| Admin fee / account holder | $22 | $106-79.3% | $2,860-99.2% | $114-80.8% |