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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC4 years Filed as: BUCK GOBAL INC Service code 27 · EIN 13-3954297 | Advisory (Plan) | $36,743 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $33,773 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,141 |
NIXON PEABODY LLP9+ years Filed as: NIXON PEABODY Service code 29 · EIN 16-0764720 | Legal | $6,551 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$73,694 |
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 | $354,586 | $100,272+253.6% | $170,055+108.5% | $74,478+376.1% |
| Participation rate | 99.2% | 87.4%+11.9pp | 87.0%+12.2pp | 70.7%+28.5pp |
| Annual return | 20.96% | 66.12%-45.2pp | 53.43%-32.5pp | 34.37%-13.4pp |
| Employer contribution / active EE | $14,567 | $4,266+241.5% | $6,790+114.5% | $2,637+452.4% |
| Participant deferral / active EE | $19,505 | $7,147+172.9% | $10,410+87.4% | $4,530+330.6% |
| Admin fee / account holder | $109 | $235-53.5% | $12,828-99.1% | $347-68.6% |