Filed March 19, 2006
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 Service code 27 · EIN 13-2638166 | Advisory (Plan) | $51,808 |
FINDLEY2 years Filed as: FINDLEY DAVIES, INC. Service code 11 · EIN 34-1213174 | Actuarial | $33,227 |
OGLETREE DEAKINS2 years Filed as: OGLETREE DEAKINS NASH SMOAK Service code 29 · EIN 57-1044820 | Legal | $9,475 |
MATRIX TRUST COMPANY2 years Filed as: MG TRUST CO. D/B/A MATRIX TRUST Service code 21 · EIN 75-3182674 | Bank Trustee | $8,396 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $8,200 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $385,501-100.0% | $350,496-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 44.6%-44.6pp | 31.4%-31.4pp | 45.9%-45.9pp |
| Annual return | 12.55% | 13.23%-0.7pp | 12.88%-0.3pp | 10.21%+2.3pp |
| Employer contribution / active EE | $45,874 | $45,589+0.6% | $40,010+14.7% | $42,272+8.5% |
| Participant deferral / active EE | $0 | $72-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,618-100.0% | $7,226-100.0% | $13,518-100.0% |