Filed June 15, 1992
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 INC8+ years Filed as: UBS REALTY INVESTORS LLC Service code 13 · EIN 36-3718331 | Contract Administrator | $289,989 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 13 · EIN 22-1211670 | Contract Administrator | $106,305 |
AETNA LIFE INSURANCE COMPANY8+ years Filed as: AETNA LIFE INSURANCE Service code 13 · EIN 06-6033492 | Contract Administrator | $42,598 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,278,297-100.0% | $2,278,297-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 5.6%-5.6pp | 44.4%-44.4pp |
| Annual return | -94.00% | -14.95%-79.1pp | 111.29%-205.3pp | -14.65%-79.4pp |
| Employer contribution / active EE | $0 | $68,238-100.0% | $46,003-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $0 | $62-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $14,582-100.0% |