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 LLC7 years Filed as: FIAM TRUST COMPANY Service code 28 · EIN 04-3532603 | Investment Management | $226,064 |
BUCK GLOBAL, LLC8+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $105,473 |
Filed as: FIDELITY Service code 19 · EIN 04-2723880 | Securities Custodian | $65,860 |
HILL WARD HENDERSON6 years Filed as: HILL, BARTH & KING, LLC Service code 10 · EIN 34-1897225 | Accounting | $28,000 |
NIXON PEABODY LLP8+ years Service code 29 · EIN 16-0764720 | Legal | $6,036 |
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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 | $107,088-100.0% | $788,447-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 3.0%-3.0pp | 21.4%-21.4pp | 9.9%-9.9pp |
| Annual return | -17.02% | -12.85%-4.2pp | -3.21%-13.8pp | -5.25%-11.8pp |
| Employer contribution / active EE | $12,632 | $16,520-23.5% | $46,051-72.6% | $15,161-16.7% |
| Participant deferral / active EE | $0 | $32-100.0% | $31-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $779-100.0% | $46,258-100.0% | $3,859-100.0% |