Filed February 16, 2010
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 Service code 49 · EIN 51-0120742 | Other Services | $8,971 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,375 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,326 | $46,732-15.8% | $156,551-74.9% | $55,167-28.7% |
| Participation rate | 49.6% | 65.8%-16.2pp | 84.0%-34.4pp | 69.0%-19.4pp |
| Annual return | 7.06% | 17.72%-10.7pp | 32.23%-25.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $455 | $2,105-78.4% | $5,501-91.7% | $1,963-76.8% |
| Participant deferral / active EE | $2,093 | $2,204-5.0% | $4,871-57.0% | $3,054-31.5% |
| Admin fee / account holder | $127 | $418-69.7% | $13,028-99.0% | $504-74.8% |