Filed August 5, 2006 (most recent of 3 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.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $142,939 |
Service code 37 · EIN 04-2647786 | Loan Processing | $113,026 |
DELOITTE & TOUCHE LLP4 years Service code 10 · EIN 13-3891517 | Accounting | $41,075 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 28 · EIN 13-2638166 | Investment Management | $24,315 |
IRA GROUP1 year Filed as: IRA GROUP, INC. Service code 27 · EIN 58-1989013 | Advisory (Plan) | $9,188 |
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 | $89,101 | $53,911+65.3% | $130,660-31.8% | $77,775+14.6% |
| Participation rate | 94.6% | 60.2%+34.4pp | 71.7%+22.9pp | 73.2%+21.4pp |
| Annual return | 24.69% | 21.93%+2.8pp | 1709.29%-1684.6pp | 32.58%-7.9pp |
| Employer contribution / active EE | $2,471 | $1,826+35.4% | $4,092-39.6% | $2,504-1.3% |
| Participant deferral / active EE | $6,166 | $2,288+169.5% | $3,603+71.1% | $3,966+55.5% |
| Admin fee / account holder | $56 | $129-56.8% | $5,463-99.0% | $100-44.5% |