Filed November 9, 2005 (most recent of 2 filings on file)
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 FINANCIAL SERVICES INC. Service code 26 · EIN 34-1748133 | Advisory (Participants) | $29,218 |
BARNES WENDLING CPAS INC2+ years Filed as: BARNES WENDLING CPAS, INC. Service code 10 · EIN 34-1463411 | Accounting | $12,625 |
NOBLE-DAVIS CONSULTING, INC.2+ years Service code 13 · EIN 34-1723189 | Contract Administrator | $9,867 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $151,415 | $56,640+167.3% | $78,002+94.1% | $55,167+174.5% |
| Participation rate | 89.6% | 73.3%+16.2pp | 75.5%+14.0pp | 69.0%+20.6pp |
| Annual return | 6.56% | 2868.48%-2861.9pp | 425.99%-419.4pp | 169.23%-162.7pp |
| Employer contribution / active EE | $2,169 | $1,724+25.9% | $2,470-12.2% | $1,963+10.5% |
| Participant deferral / active EE | $4,210 | $2,778+51.5% | $3,497+20.4% | $3,054+37.8% |
| Admin fee / account holder | $427 | $467-8.4% | $5,481-92.2% | $504-15.2% |