Filed October 18, 2004
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 |
|---|---|---|
Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $56,641 |
FISHER INVESTMENTS1 year Service code 16 · EIN 94-3029777 | Consulting | $17,945 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $16,900 |
Filed as: SIGMA INVESTMENT MAN Service code 26 · EIN 93-1092508 | Advisory (Participants) | $13,229 |
SECURITY FIRST ADVIS1 year Filed as: SECURITY FIRST ADVISORS INC Service code 16 · EIN 93-1078047 | Consulting | $8,149 |
IMS CAPITAL MANAGEMENT2+ years Service code 16 · EIN 93-0976985 | Consulting | $7,728 |
STOEL RIVES LLP1 year Filed as: STOEL RIVES Service code 29 · EIN 93-0408771 | Legal | $7,230 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 16 · EIN 42-1445429 | Consulting | $5,722 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $354,795 | $37,213+853.4% | $156,551+126.6% | $63,975+454.6% |
| Participation rate | 99.2% | 65.0%+34.2pp | 84.0%+15.2pp | 71.1%+28.1pp |
| Annual return | 6.92% | 47.89%-41.0pp | 32.23%-25.3pp | 48.65%-41.7pp |
| Employer contribution / active EE | $23,890 | $1,357+1660.6% | $5,501+334.3% | $2,182+995.0% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | -$283 | $56-602.5% | $13,028-102.2% | $70-501.8% |