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 INC3 years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $68,452 |
FISHER INVESTMENTS3 years Service code 16 · EIN 94-3029777 | Consulting | $36,554 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $18,000 |
Filed as: SIGMA INVESTMENT MAN Service code 16 · EIN 93-1092508 | Consulting | $15,141 |
STOEL RIVES LLP3 years Filed as: STOEL RIVES Service code 29 · EIN 93-0408771 | Legal | $9,266 |
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 | $372,479 | $45,382+720.8% | $154,110+141.7% | $75,289+394.7% |
| Participation rate | 86.7% | 65.9%+20.8pp | 83.0%+3.6pp | 72.4%+14.2pp |
| Annual return | -4.36% | -0.47%-3.9pp | 735.22%-739.6pp | -0.04%-4.3pp |
| Employer contribution / active EE | $21,480 | $1,533+1301.3% | $5,298+305.5% | $2,405+793.1% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | -$399 | $89-546.8% | $13,412-103.0% | $102-490.1% |