Filed April 20, 2012 (most recent of 2 filings on file)
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 INC5 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $77,024 |
Filed as: ZEIGLER CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-2347077 | Investment Management | $69,193 |
BLACKROCK6+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT LLC Service code 28 · EIN 32-0174431 | Investment Management | $64,035 |
FIRST STATE TRUST COMPANY6+ years Service code 21 · EIN 13-3124172 | Bank Trustee | $27,435 |
MADISON INVESTMENT ADVISORS6+ years Filed as: MADISON INVESTMENT ADVISORS LLC Service code 28 · EIN 39-1194160 | Investment Management | $25,188 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $1,472,696-100.0% | $861,422-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 14.3%-14.3pp | 0.7%-0.7pp |
| Annual return | 31.85% | 13.24%+18.6pp | 6.57%+25.3pp | 13.24%+18.6pp |
| Employer contribution / active EE | $0 | $14,616-100.0% | $34,489-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $830-100.0% | $0 | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $0 | $4,137-100.0% |