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 |
|---|---|---|
MATRIX TRUST COMPANY2+ years Service code 15 · EIN 22-2640844 | Recordkeeping | $141,603 |
Filed as: FIDELITY INVST INSTL OPS Service code 11 · EIN 04-2647786 | Actuarial | $92,445 |
RYAN LABS ASSET MANAGEMENT2+ years Filed as: RYAN LABS INC. Service code 28 · EIN 13-3451974 | Investment Management | $15,000 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS Service code 28 · EIN 13-2638166 | Investment Management | $12,845 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $204,494-100.0% | $358,154-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 39.7%-39.7pp | 37.4%-37.4pp | 45.6%-45.6pp |
| Annual return | 7.88% | 2.15%+5.7pp | 2.24%+5.6pp | 4.16%+3.7pp |
| Employer contribution / active EE | $118,444 | $53,629+120.9% | $54,559+117.1% | $42,918+176.0% |
| Participant deferral / active EE | $0 | $81-100.0% | $81-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $3,530-100.0% | $6,053-100.0% | $21,465-100.0% |