Filed February 21, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
FIAM LLC6 years Filed as: FIAM TRUST COMPANY Service code 28 · EIN 04-3532603 | Investment Management | $260,798 |
BUCK GLOBAL, LLC7+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $117,267 |
Filed as: FIDELITY Service code 19 · EIN 04-2723880 | Securities Custodian | $77,261 |
NIXON PEABODY LLP7+ years Service code 29 · EIN 16-0764720 | Legal | $45,937 |
HILL WARD HENDERSON5 years Filed as: HILL, BARTH & KING, LLC Service code 10 · EIN 34-1897225 | Accounting | $19,500 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $215,870-100.0% | $454,052-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 18.4%-18.4pp | 3.6%-3.6pp |
| Annual return | -1.72% | 11.11%-12.8pp | 8.95%-10.7pp | 11.84%-13.6pp |
| Employer contribution / active EE | $5,769 | $19,861-71.0% | $46,559-87.6% | $17,339-66.7% |
| Participant deferral / active EE | $0 | $1,543-100.0% | $131-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $354-100.0% | $19,831-100.0% | $409-100.0% |