Filed December 14, 1998
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 |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: ADVANCED PENSION SOLUTIONS Service code 13 6830 COMMERCE COURT DR · BLACKLICK, OH 43004 | Contract Administrator | $1,475 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $673 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $154 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 1000 HARBOR BLVD, 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,003 | $56,640+11.2% | $78,002-19.2% | $55,167+14.2% |
| Participation rate | 67.2% | 73.3%-6.1pp | 75.5%-8.3pp | 69.0%-1.8pp |
| Annual return | -1.85% | 2868.48%-2870.3pp | 425.99%-427.8pp | 169.23%-171.1pp |
| Employer contribution / active EE | $218 | $1,724-87.4% | $2,470-91.2% | $1,963-88.9% |
| Participant deferral / active EE | $2,261 | $2,778-18.6% | $3,497-35.4% | $3,054-26.0% |
| Admin fee / account holder | $36 | $467-92.3% | $5,481-99.3% | $504-92.9% |