Filed October 27, 2006
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 |
|---|---|---|
Service code 13 · EIN 04-1590850 | Contract Administrator | $147,410 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS INSTITUTIONAL CONSULTING Service code 27 · EIN 13-2638166 | Advisory (Plan) | $73,001 |
Filed as: TOWERS WATSON DELAWARE INC Service code 17 · EIN 53-0181291 | Pension Consulting | $38,744 |
ACCUITY LLP3+ years Service code 10 · EIN 20-5325889 | Accounting | $23,665 |
D'AMATO & MALONEY, LLP1 year Filed as: DAMATO AND MALONEY LLP Service code 27 · EIN 26-3458324 | Advisory (Plan) | $13,331 |
MATRIX TRUST COMPANY1 year Service code 21 · EIN 75-3182674 | Bank Trustee | $5,330 |
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,091-100.0% | $85,985-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 4.5%-4.5pp |
| Annual return | 14.69% | 12.51%+2.2pp | 14.20%+0.5pp | 13.95%+0.7pp |
| Employer contribution / active EE | $6,667 | $17,557-62.0% | $27,968-76.2% | $16,598-59.8% |
| Participant deferral / active EE | $0 | $552-100.0% | $576-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $6,028-100.0% | $612-100.0% |