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 INC5+ years Service code 49 · EIN 51-0120742 | Other Services | $12,630 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,248 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,184 | $52,967-22.2% | $172,753-76.2% | $65,186-36.8% |
| Participation rate | 72.6% | 66.2%+6.5pp | 82.6%-10.0pp | 70.2%+2.4pp |
| Annual return | 22.09% | 30.12%-8.0pp | 803.00%-780.9pp | 29.39%-7.3pp |
| Employer contribution / active EE | $591 | $2,190-73.0% | $5,144-88.5% | $2,177-72.8% |
| Participant deferral / active EE | $2,464 | $2,471-0.3% | $5,198-52.6% | $3,514-29.9% |
| Admin fee / account holder | $128 | $472-73.0% | $13,956-99.1% | $847-84.9% |