Filed October 2, 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 |
|---|---|---|
Filed as: UNIGLOBAL PENSION PLANNING, INC Service code 49 4114 LEGATO ROAD SUITE 300 · FAIRFAX, VA 22033 | Other Services | $2,724 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,934 |
MORNINGSTAR8 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,214 | $101,672-80.1% | $147,117-86.3% | $74,478-72.9% |
| Participation rate | 88.2% | 75.5%+12.7pp | 82.2%+6.1pp | 67.2%+21.0pp |
| Annual return | 10.45% | 8757.83%-8747.4pp | 420.54%-410.1pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $1,271 | $3,813-66.7% | $4,932-74.2% | $2,626-51.6% |
| Participant deferral / active EE | $1,899 | $7,305-74.0% | $8,065-76.5% | $4,350-56.3% |
| Admin fee / account holder | $44 | $1,753-97.5% | $12,993-99.7% | $1,946-97.7% |