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.7+ years Service code 11 · EIN 93-1132106 | Actuarial | $47,540 |
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $25,140 |
MOSS ADAMS LLP7+ years Service code 10 · EIN 91-0189318 | Accounting | $17,800 |
MATRIX TRUST COMPANY4 years Service code 21 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CA 80202 | Bank Trustee | $8,455 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $375,279-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 3.6%-3.6pp |
| Annual return | 4.85% | 7.94%-3.1pp | 9.78%-4.9pp | 11.84%-7.0pp |
| Employer contribution / active EE | $104,027 | $42,390+145.4% | $46,889+121.9% | $17,339+500.0% |
| Participant deferral / active EE | $0 | $186-100.0% | $72-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $5,665-100.0% | $409-100.0% |