Filed June 18, 2007
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 INC7 years Filed as: UBS Service code 26 · EIN 13-2638166 | Advisory (Participants) | $286,113 |
Filed as: PRINCIPAL FINANCIAL Service code 15 · EIN 42-0127290 | Recordkeeping | $113,003 |
FIRST FIDUCIARY10+ years Service code 28 · EIN 34-1377953 | Investment Management | $109,599 |
MEADEN & MOORE, LTD.5 years Filed as: MEADEN AND MOORE Service code 10 · EIN 34-1818258 | Accounting | $12,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,045 | $76,209+52.3% | $81,370+42.6% | $200,096-42.0% |
| Participation rate | 99.2% | 76.4%+22.8pp | 69.5%+29.7pp | 72.0%+27.2pp |
| Annual return | 9.61% | 15.55%-5.9pp | 24.85%-15.2pp | 34.26%-24.7pp |
| Employer contribution / active EE | $3,004 | $2,807+7.0% | $2,464+21.9% | $3,038-1.1% |
| Participant deferral / active EE | $0 | $4,210-100.0% | $3,885-100.0% | $5,090-100.0% |
| Admin fee / account holder | $113 | $146-22.6% | $5,749-98.0% | $269-58.0% |