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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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% |