Filed April 16, 2012
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $78,657 |
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $30,577 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $19,360 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,808 | $139,767-2.8% | $153,741-11.7% | $200,096-32.1% |
| Participation rate | 81.7% | 85.1%-3.4pp | 77.1%+4.6pp | 72.0%+9.7pp |
| Annual return | 16.46% | 20.59%-4.1pp | 15.71%+0.7pp | 34.26%-17.8pp |
| Employer contribution / active EE | $9,242 | $6,517+41.8% | $5,042+83.3% | $3,038+204.2% |
| Participant deferral / active EE | $0 | $8,055-100.0% | $6,757-100.0% | $5,090-100.0% |
| Admin fee / account holder | $62 | $98-36.9% | $12,749-99.5% | $269-77.1% |