Filed January 26, 2016 (most recent of 2 filings on file)
Total covered: 188 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 53-0181291 | Consulting | $62,750 |
BUCK GLOBAL, LLC6 years Service code 11 · EIN 13-3954297 | Actuarial | $36,488 |
Filed as: KRUGGEL LAWTON & CO., LLC Service code 10 · EIN 35-1307701 | Accounting | $15,500 |
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 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 5.6%-5.6pp |
| Annual return | -17.31% | -15.55%-1.8pp | -5.12%-12.2pp | 39.82%-57.1pp |
| Employer contribution / active EE | $0 | $14,317-100.0% | $31,020-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |