Filed November 29, 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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES Service code 99 | Other Fees | $16,686 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 | Recordkeeping Fees | $17 |
Service code 99 · EIN 13-2638166 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,735 | $45,343+62.6% | $150,298-50.9% | $67,986+8.5% |
| Participation rate | 89.8% | 51.9%+38.0pp | 77.8%+12.1pp | 57.2%+32.6pp |
| Annual return | 11.51% | 33.28%-21.8pp | 62.79%-51.3pp | 31.67%-20.2pp |
| Employer contribution / active EE | $2,354 | $1,462+61.0% | $4,154-43.3% | $2,019+16.6% |
| Participant deferral / active EE | $2,664 | $2,055+29.7% | $5,453-51.1% | $3,358-20.7% |
| Admin fee / account holder | $0 | $2,250-100.0% | $14,116-100.0% | $3,203-100.0% |