Filed January 26, 2016 (most recent of 2 filings on file)
Total covered: 188 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WTW US LLC Service code 11 · EIN 53-0181291 | Actuarial | $30,750 |
BUCK GLOBAL, LLC7 years Service code 11 · EIN 13-3954297 | Actuarial | $18,438 |
Filed as: KRUGGEL LAWTON & CO., LLC Service code 10 · EIN 35-1307701 | Accounting | $16,750 |
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 | $59,936-100.0% | $182,032-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 13.4%-13.4pp | 2.4%-2.4pp |
| Annual return | 14.23% | 9.67%+4.6pp | 7.69%+6.5pp | 22.81%-8.6pp |
| Employer contribution / active EE | $0 | $11,016-100.0% | $28,501-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $721-100.0% | $49-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $952-100.0% | $51,246-100.0% | $85,222-100.0% |