Filed August 17, 2010 (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 |
|---|---|---|
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $27,500 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $17,126 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,322 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,090 | $75,760-43.1% | $123,105-65.0% | $59,188-27.2% |
| Participation rate | 86.8% | 86.0%+0.8pp | 86.8%+0.1pp | 69.4%+17.4pp |
| Annual return | 1.13% | 2.93%-1.8pp | 13.22%-12.1pp | 5.51%-4.4pp |
| Employer contribution / active EE | $2,882 | $3,415-15.6% | $5,151-44.1% | $2,098+37.4% |
| Participant deferral / active EE | $3,318 | $5,000-33.6% | $6,229-46.7% | $3,265+1.6% |
| Admin fee / account holder | $15 | $61-75.3% | $9,014-99.8% | $92-83.7% |