Filed January 26, 2016 (most recent of 2 filings on file)
Total covered: 188 employees
| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC5 years Service code 11 · EIN 13-3954297 | Actuarial | $175,396 |
FIDUCIENT ADVISORS LLC2 years Service code 17 · EIN 36-4001764 | Pension Consulting | $112,500 |
WILLIS TOWERS WATSON US LLC2 years Service code 16 · EIN 53-0181291 | Consulting | $64,750 |
Filed as: KRUGGEL LAWTON & CO., LLC Service code 10 · EIN 35-1307701 | Accounting | $15,500 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -16.18% | 1.88%-18.1pp | -5.12%-11.1pp | 2.78%-19.0pp |
| Employer contribution / active EE | $0 | $8,732-100.0% | $31,020-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |