Filed February 27, 2006
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 |
|---|---|---|
SHALEK JR, JAMES A.1+ years Service code 49 · EIN 32-5381819 3025 HIGHLAND PKWY · DOWNERS GROVE, IL 605155667 | Other Services | $11,341 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,539 |
UBS FINANCIAL SERVICES INC1+ years Service code 49 | Other Services | $3,780 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 49 · EIN 51-0120742 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $68,191 | $72,770-6.3% | $67,652+0.8% | $55,191+23.6% |
| Participation rate | 99.7% | 78.8%+20.9pp | 75.7%+24.0pp | 69.2%+30.5pp |
| Annual return | 0.70% | -3.26%+4.0pp | 6625.40%-6624.7pp | 10.78%-10.1pp |
| Employer contribution / active EE | $2,779 | $1,769+57.1% | $2,266+22.6% | $1,899+46.3% |
| Participant deferral / active EE | $3,054 | $3,408-10.4% | $3,560-14.2% | $3,046+0.3% |
| Admin fee / account holder | $17 | $79-78.4% | $4,821-99.6% | $91-81.2% |