Filed January 6, 2006 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
RYAN LABS ASSET MANAGEMENT1+ years Filed as: RYAN LABS INC. Service code 28 · EIN 13-3451974 | Investment Management | $117,287 |
Filed as: FIDELITY INVST INSTL OPS Service code 11 · EIN 04-2647786 | Actuarial | $98,127 |
MATRIX TRUST COMPANY1+ years Service code 15 · EIN 22-2640844 | Recordkeeping | $40,854 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 28 · EIN 13-2638166 | Investment Management | $25,816 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $0 | $304,959-100.0% | $296,643-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 48.9%-48.9pp | 44.4%-44.4pp | 48.7%-48.7pp |
| Annual return | -4.05% | -1.51%-2.5pp | -18.97%+14.9pp | -2.16%-1.9pp |
| Employer contribution / active EE | $143,200 | $56,375+154.0% | $54,628+162.1% | $42,949+233.4% |
| Participant deferral / active EE | $0 | $77-100.0% | $78-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $9,901-100.0% | $9,901-100.0% | $12,572-100.0% |