Filed April 16, 1
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-2655989 | Actuarial | $131,905 |
Filed as: HARPER DANISH Service code 11 399 ALEXANDER STREET · ROCHESTER, NY 14607 | Actuarial | $30,000 |
EISNERAMPER LLP2+ years Service code 10 · EIN 13-1639826 | Accounting | $23,253 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $18,759 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,595-100.0% | $260,109-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 4.0%-4.0pp | 43.2%-43.2pp | 11.3%-11.3pp |
| Annual return | 7.87% | 14.65%-6.8pp | 8.93%-1.1pp | 10.41%-2.5pp |
| Employer contribution / active EE | $14,849 | $18,218-18.5% | $43,470-65.8% | $14,691+1.1% |
| Participant deferral / active EE | $61 | $64-4.1% | $223-72.6% | $58+5.3% |
| Admin fee / account holder | $0 | $1,327-100.0% | $1,225-100.0% | $2,646-100.0% |