Filed March 5, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS LLC Service code 16 PO BOX 202617 · DALLAS, TX 75320 | Consulting | $58,380 |
SMARTDOLLAR1 year Service code 49 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Other Services | $53,944 |
EISNERAMPER LLP2+ years Service code 10 · EIN 13-1639826 750 THIRD AVENUE · NEW YORK, NY 10017 | Accounting | $25,000 |
Filed as: CONDUENT Service code 16 485 LEXINGTON AVENUE · NEW YORK, NY 10017 | Consulting | $21,510 |
Filed as: CONDUENT HR CONSULTING LLC Service code 16 420 LEXINGTON AVENUE · NEW YORK, NY 10170 | Consulting | $21,510 |
MORNINGSTAR2+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $18,178 |
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE RETIREMENT PLAN SVCS Service code 13 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Contract Administrator | $3,977 |
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 | $141,922 | $100,589+41.1% | $136,297+4.1% | $177,276-19.9% |
| Participation rate | 91.5% | 77.4%+14.1pp | 81.9%+9.6pp | 74.8%+16.7pp |
| Annual return | 22.47% | 39.18%-16.7pp | 5156.16%-5133.7pp | 21.25%+1.2pp |
| Employer contribution / active EE | $2,017 | $3,259-38.1% | $4,696-57.0% | $2,479-18.6% |
| Participant deferral / active EE | $8,473 | $5,830+45.3% | $6,247+35.6% | $3,881+118.4% |
| Admin fee / account holder | $21 | $55-61.8% | $9,244-99.8% | $154-86.4% |