Filed December 10, 1990
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 |
|---|---|---|
INDEPENDENT ACTUARIES, INC.6+ years Service code 11 · EIN 93-1132106 | Actuarial | $45,450 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $24,407 |
MOSS ADAMS LLP6+ years Service code 10 · EIN 91-0189318 | Accounting | $13,325 |
MATRIX TRUST COMPANY3 years Service code 21 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CA 80202 | Bank Trustee | $11,053 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 5.50% | 6915.14%-6909.6pp | 380.71%-375.2pp | 627.08%-621.6pp |
| Employer contribution / active EE | $0 | $39,618-100.0% | $45,089-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |