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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $59,277 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $16,900 |
FISHER INVESTMENTS2 years Service code 16 · EIN 94-3029777 | Consulting | $10,566 |
Filed as: SIGMA INVESTMENT MAN Service code 16 · EIN 93-1092508 | Consulting | $9,792 |
IMS CAPITAL MANAGEMENT3+ years Service code 16 · EIN 93-0976985 | Consulting | $9,413 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 16 · EIN 42-1445429 | Consulting | $6,636 |
SECURITY FIRST ADVIS1 year Service code 16 · EIN 93-1078047 | Consulting | $6,615 |
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 | $403,562 | $44,989+797.0% | $170,435+136.8% | $77,958+417.7% |
| Participation rate | 91.6% | 64.6%+27.0pp | 83.6%+8.1pp | 71.6%+20.0pp |
| Annual return | 16.54% | 19.61%-3.1pp | 205.94%-189.4pp | 20.87%-4.3pp |
| Employer contribution / active EE | $22,586 | $1,466+1440.5% | $5,432+315.8% | $2,310+877.6% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | -$363 | $69-626.4% | $13,881-102.6% | $97-472.8% |