Filed July 6, 2007 (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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 42-1484983 | Recordkeeping | $96,567 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $70,074 |
Filed as: ACCELERATE RETIREMENT Service code 27 · EIN 92-2678185 | Advisory (Plan) | $56,207 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,601 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $591 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $142 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $201,370-100.0% | $184,256-100.0% | $145,897-100.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 0.00% | 29.05%-29.0pp | 28.85%-28.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |