Filed May 23, 2005
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 INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 15 295 1ST STREET SOUTH · WINTER HAVEN, FL 33880 | Recordkeeping | $4,557 |
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $2,562 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $185,772 | $54,368+241.7% | $117,039+58.7% | $62,293+198.2% |
| Participation rate | 95.1% | 64.9%+30.1pp | 77.2%+17.9pp | 69.5%+25.6pp |
| Annual return | 11.34% | 21.77%-10.4pp | 18.95%-7.6pp | 28.90%-17.6pp |
| Employer contribution / active EE | $5,727 | $1,692+238.5% | $3,785+51.3% | $2,042+180.4% |
| Participant deferral / active EE | $5,093 | $2,269+124.5% | $3,929+29.6% | $3,169+60.7% |
| Admin fee / account holder | $44 | $493-91.0% | $5,974-99.3% | $479-90.8% |