Filed April 29, 2013
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 |
|---|---|---|
BUCK GLOBAL, LLC7 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $184,576 |
SLC MANAGEMENT6 years Service code 28 500 FIFTH AVENUE · NEW YORK, NY 10110 | Investment Management | $41,262 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT Service code 28 500 WEST MADISON STREET · CHICAGO, IL 606614593 | Investment Management | $27,803 |
FIRST STATE TRUST COMPANY10+ years Filed as: FIRST STATE TRUST Service code 19 · EIN 13-3124172 | Securities Custodian | $18,495 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $134,556-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.2%-18.2pp | 10.4%-10.4pp |
| Annual return | 6.83% | 8.94%-2.1pp | 7.17%-0.3pp | 9.31%-2.5pp |
| Employer contribution / active EE | $30,608 | $25,144+21.7% | $29,386+4.2% | $13,179+132.2% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $623-100.0% | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $8,606-100.0% | $4,785-100.0% |