Filed November 15, 1996
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 Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 | Advisory (Participants) | $45,940 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 66 | Insurance mortality and expense charg... | $0 |
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 | $99,466 | $48,337+105.8% | $67,560+47.2% | $80,959+22.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 14.80% | 18.26%-3.5pp | 3533.50%-3518.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $3,537 | $2,023+74.9% | $2,737+29.3% | $2,757+28.3% |
| Participant deferral / active EE | $6,629 | $2,928+126.4% | $4,004+65.6% | $4,300+54.1% |
| Admin fee / account holder | $275 | $3,695-92.6% | $3,994-93.1% | $6,925-96.0% |