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 |
|---|---|---|
FIRST FIDUCIARY6+ years Service code 28 · EIN 34-1377953 | Investment Management | $305,324 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS Service code 26 · EIN 13-2638166 | Advisory (Participants) | $164,481 |
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $93,597 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN AND MOORE Service code 10 · EIN 34-1818258 | Accounting | $8,100 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $118,125 | $72,066+63.9% | $81,726+44.5% | $90,274+30.9% |
| Participation rate | 99.8% | 78.9%+20.9pp | 72.0%+27.8pp | 73.4%+26.5pp |
| Annual return | 18.11% | 15.92%+2.2pp | 29.49%-11.4pp | 53.97%-35.9pp |
| Employer contribution / active EE | $479 | $2,335-79.5% | $4,311-88.9% | $2,523-81.0% |
| Participant deferral / active EE | $0 | $3,557-100.0% | $7,108-100.0% | $4,231-100.0% |
| Admin fee / account holder | $171 | $92+85.2% | $5,160-96.7% | $114+50.1% |