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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $496,309 |
UBS FINANCIAL SERVICES INC6 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $74,636 |
Filed as: BOB MARKEY FREDOROVICH Service code 10 · EIN 34-1523030 | Accounting | $40,000 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE AND MORAN PLLC Service code 10 · EIN 38-1367951 | Accounting | $5,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $862,317,717 | $2,703,213+31799.7% | $165,100+522201.2% | $200,096+430851.3% |
| Participation rate | 0.0% | 78.4%-78.4pp | 78.6%-78.6pp | 72.0%-72.0pp |
| Annual return | 20.03% | 17.97%+2.1pp | 70.21%-50.2pp | 34.26%-14.2pp |
| Employer contribution / active EE | $1,199 | $2,973-59.7% | $4,348-72.4% | $3,038-60.5% |
| Participant deferral / active EE | $6,670 | $5,021+32.8% | $6,035+10.5% | $5,090+31.0% |
| Admin fee / account holder | $621,378 | $1,999+30978.7% | $12,696+4794.5% | $269+230644.1% |