Filed February 9, 2009
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 |
|---|---|---|
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $534 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $421 |
Filed as: UBS FINANCIAL SERVICES Service code 70 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NC 10019 | Consulting Fees | $348 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $746 | $37,196-98.0% | $154,108-99.5% | $55,725-98.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -3.33% | 1319.68%-1323.0pp | 735.21%-738.5pp | 244.93%-248.3pp |
| Employer contribution / active EE | $21 | $1,614-98.7% | $5,298-99.6% | $2,078-99.0% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $1 | $102-98.9% | $13,411-100.0% | $115-99.1% |