Filed May 16, 2008 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $232,530 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $172,239 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $47,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,389 | $78,852+36.2% | $76,768+39.9% | $75,289+42.6% |
| Participation rate | 96.5% | 85.0%+11.6pp | 77.0%+19.6pp | 72.4%+24.1pp |
| Annual return | 0.22% | -1.29%+1.5pp | 2.43%-2.2pp | -0.04%+0.3pp |
| Employer contribution / active EE | $3,725 | $2,794+33.3% | $2,485+49.9% | $2,405+54.9% |
| Participant deferral / active EE | $9,043 | $4,800+88.4% | $3,852+134.8% | $3,739+141.9% |
| Admin fee / account holder | $114 | $79+43.8% | $6,675-98.3% | $102+11.0% |