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 INC5+ years Filed as: UBS REALTY INVESTORS LLC Service code 13 · EIN 36-3718331 | Contract Administrator | $536,950 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 13 · EIN 22-1211670 | Contract Administrator | $163,907 |
AETNA LIFE INSURANCE COMPANY5+ years Filed as: AETNA LIFE INSURANCE Service code 13 · EIN 06-6033492 | Contract Administrator | $105,396 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $3,370,408-100.0% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 19.74% | 16.06%+3.7pp | 12.90%+6.8pp | 53.27%-33.5pp |
| Employer contribution / active EE | $81,245 | $22,650+258.7% | $53,929+50.7% | $14,774+449.9% |
| Participant deferral / active EE | $0 | $0 | $78-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |