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.
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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-2655989 | Actuarial | $111,291 |
THE BANK OF NEW YORK MELLON1+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $64,422 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $37,593 |
Filed as: SILCHESTER INT'L INVESTORS LLP Service code 28 · EIN 36-7045783 | Investment Management | $32,706 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $32,195 |
IRIDIAN ASSET MANAGEMENT, LLC1+ years Filed as: IRIDIAN ASSET MANAGEMENT Service code 28 · EIN 06-1439577 | Investment Management | $19,871 |
EISNERAMPER LLP1+ years Service code 10 · EIN 13-1639826 | Accounting | $9,500 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT, INC Service code 28 6410 POPLAR AVENUE · MEMPHIS, TN 38119 | Investment Management | $0 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT, INC. Service code 28 | Investment Management | $0 |
STANDARD LIFE INVESTMENTS1+ years Filed as: STANDARD LIFE INVESTMENTS LIMITED Service code 10 | Accounting | $0 |
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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 | $25,208-100.0% | $115,507-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 3.5%-3.5pp | 42.8%-42.8pp | 12.6%-12.6pp |
| Annual return | 0.78% | 3.08%-2.3pp | 4.07%-3.3pp | 4.56%-3.8pp |
| Employer contribution / active EE | $33,680 | $13,461+150.2% | $45,149-25.4% | $15,526+116.9% |
| Participant deferral / active EE | $0 | $34-100.0% | $92-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,203-100.0% | $203,571-100.0% | $1,711-100.0% |