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 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $16,900 |
STOEL RIVES LLP1 year Filed as: STOEL RIVES Service code 29 · EIN 93-0408771 | Legal | $8,809 |
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 | $194,753 | $37,213+423.3% | $156,551+24.4% | $63,975+204.4% |
| Participation rate | 98.5% | 65.0%+33.5pp | 84.0%+14.5pp | 71.1%+27.4pp |
| Annual return | 9.65% | 47.89%-38.2pp | 32.23%-22.6pp | 48.65%-39.0pp |
| Employer contribution / active EE | $2,927 | $1,357+115.7% | $5,501-46.8% | $2,182+34.1% |
| Participant deferral / active EE | $14,300 | $2,070+590.8% | $4,871+193.6% | $3,356+326.0% |
| Admin fee / account holder | -$54 | $56-195.1% | $13,028-100.4% | $70-176.0% |