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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $117,444 |
Service code 37 · EIN 04-2647786 | Loan Processing | $96,003 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOUTTE & TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $43,600 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $41,362 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,282 | $57,775+92.6% | $121,214-8.2% | $80,187+38.8% |
| Participation rate | 96.2% | 59.1%+37.1pp | 69.5%+26.7pp | 72.9%+23.3pp |
| Annual return | 18.76% | 20.30%-1.5pp | 987.67%-968.9pp | 40.40%-21.6pp |
| Employer contribution / active EE | $3,478 | $2,132+63.1% | $4,171-16.6% | $2,980+16.7% |
| Participant deferral / active EE | $9,082 | $3,109+192.1% | $4,084+122.4% | $5,016+81.1% |
| Admin fee / account holder | $76 | $122-37.7% | $5,647-98.7% | $145-47.8% |