Filed February 13, 1997 (most recent of 2 filings on file)
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 INC7+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $39,370 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,166 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY US, LLC Service code 10 · EIN 39-0859910 | Accounting | $10,500 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 30-1413443 | Accounting | $5,334 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,939 | $106,230-25.7% | $147,080-46.3% | $77,736+1.5% |
| Participation rate | 92.9% | 78.4%+14.5pp | 82.2%+10.7pp | 70.6%+22.3pp |
| Annual return | 14.24% | 56.91%-42.7pp | 420.17%-405.9pp | 31.26%-17.0pp |
| Employer contribution / active EE | $1,648 | $4,072-59.5% | $4,933-66.6% | $2,728-39.6% |
| Participant deferral / active EE | $6,116 | $8,001-23.6% | $8,066-24.2% | $4,651+31.5% |
| Admin fee / account holder | $73 | $338-78.3% | $12,989-99.4% | $433-83.1% |