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 INC3 years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $52,889 |
FINDLEY1 year Service code 11 · EIN 34-1213174 | Actuarial | $28,794 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $20,600 |
MATRIX TRUST COMPANY3 years Filed as: MG TRUST CO. D/B/A MATRIX TRUST Service code 21 · EIN 75-3182674 | Bank Trustee | $6,499 |
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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 | $352,342-100.0% | $336,864-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 37.5%-37.5pp | 27.8%-27.8pp | 46.4%-46.4pp |
| Annual return | 0.89% | -3.41%+4.3pp | -3.29%+4.2pp | -82.67%+83.6pp |
| Employer contribution / active EE | $26,316 | $41,836-37.1% | $36,762-28.4% | $43,771-39.9% |
| Participant deferral / active EE | $0 | $12-100.0% | $11-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $6,977-100.0% | $6,121-100.0% | $11,204-100.0% |