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 |
|---|---|---|
BUCK GLOBAL, LLC3 years Filed as: BUCK GOBAL INC Service code 16 · EIN 13-3954297 | Consulting | $49,485 |
HBK CPAS & CONSULTANTS6 years Filed as: HBK CPAS AND CONSULTANTS Service code 10 · EIN 34-1897225 | Accounting | $39,000 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,830 |
NIXON PEABODY LLP8+ years Filed as: NIXON PEABODY Service code 29 · EIN 16-0764720 | Legal | $13,028 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$52,725 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,073 | $86,897+236.1% | $151,634+92.6% | $64,829+350.5% |
| Participation rate | 99.6% | 87.3%+12.4pp | 87.5%+12.1pp | 71.5%+28.1pp |
| Annual return | -20.19% | -3.57%-16.6pp | 3.32%-23.5pp | 32.85%-53.0pp |
| Employer contribution / active EE | $14,209 | $4,010+254.3% | $6,165+130.5% | $2,507+466.7% |
| Participant deferral / active EE | $17,976 | $6,690+168.7% | $8,363+115.0% | $4,312+316.9% |
| Admin fee / account holder | $75 | $153-51.2% | $11,614-99.4% | $188-60.2% |