Filed June 5, 2008
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 INC6+ years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $82,628 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $81,222 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,928 | $91,517-24.7% | $101,248-31.9% | $73,409-6.1% |
| Participation rate | 97.6% | 73.8%+23.8pp | 75.8%+21.8pp | 72.2%+25.4pp |
| Annual return | 16.06% | 17.17%-1.1pp | 46.47%-30.4pp | 59.29%-43.2pp |
| Employer contribution / active EE | $4,198 | $2,877+45.9% | $3,660+14.7% | $2,234+87.9% |
| Participant deferral / active EE | $7,833 | $3,338+134.6% | $4,370+79.2% | $3,805+105.8% |
| Admin fee / account holder | $232 | $216+7.6% | $5,945-96.1% | $158+47.1% |