Filed March 5, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS LLC Service code 16 PO BOX 202617 · DALLAS, TX 75320 | Consulting | $75,760 |
DELOITTE & TOUCHE LLP1+ years Service code 10 P.O. BOX 844708 · DALLAS, TX 75284 | Accounting | $66,000 |
EISNERAMPER LLP1+ years Service code 10 · EIN 13-1639826 750 THIRD AVENUE · NEW YORK, NY 10017 | Accounting | $26,800 |
MORNINGSTAR1+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $17,750 |
MCCONNELL VALDES LLC1+ years Service code 29 270 MUNOZ RIVERA AVE · HATO REY, PR 00918 | Legal | $13,736 |
Filed as: BANCO POPULAR Service code 50 P.O. BOX 362708 · SAN JUAN, PR 00936 | Direct Payment | $6,250 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $6,083 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE RETIREMENT PLAN SVCS Service code 13 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Contract Administrator | $3,633 |
THE BANK OF NEW YORK MELLON1+ years Filed as: PERSHING LLC Service code 71 ONE PERSHING PLAZA · JERSEY CITY, NJ 07399 | Brokerage Fees | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE INVESTMENT SVCS INC. Service code 71 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Brokerage Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $144,239 | $86,372+67.0% | $123,894+16.4% | $65,292+120.9% |
| Participation rate | 78.0% | 76.9%+1.1pp | 81.4%-3.4pp | 72.4%+5.6pp |
| Annual return | 22.51% | 11.27%+11.2pp | 47.52%-25.0pp | 11.84%+10.7pp |
| Employer contribution / active EE | $1,479 | $2,838-47.9% | $4,617-68.0% | $2,302-35.7% |
| Participant deferral / active EE | $7,075 | $5,625+25.8% | $5,984+18.2% | $3,579+97.7% |
| Admin fee / account holder | $27 | $53-49.7% | $8,357-99.7% | $57-53.7% |