Filed January 26, 2016 (most recent of 2 filings on file)
Total covered: 188 employees
| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC3 years Service code 11 · EIN 13-3954297 | Actuarial | $418,478 |
Filed as: KRUGGEL LAWTON & COMPANY Service code 10 · EIN 35-1307701 | Accounting | $15,000 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 11.51% | 13.15%-1.6pp | -2.84%+14.3pp | 11.45%+0.1pp |
| Employer contribution / active EE | $0 | $23,714-100.0% | $33,329-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |