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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Service code 11 · EIN 23-2293237 | Actuarial | $368,749 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $35,000 |
BUCHANAN INGERSOLL & ROONEY PC4+ years Service code 29 · EIN 25-1381032 | Legal | $19,940 |
GBQ PARTNERS4+ years Service code 10 · EIN 20-2122306 | Accounting | $12,800 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $68,458-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | -8.38% | 33.37%-41.7pp | -0.87%-7.5pp | 33.37%-41.7pp |
| Employer contribution / active EE | $3,144 | $11,253-72.1% | $21,826-85.6% | $11,253-72.1% |
| Participant deferral / active EE | $0 | $819-100.0% | $656-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $165-100.0% | $99,113-100.0% |