Filed February 18, 2010 (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.
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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-2655989 | Actuarial | $50,852 |
Filed as: BARROW HANLEY MEWHINNEY&STRAUSS INC Service code 27 · EIN 75-2403190 | Advisory (Plan) | $13,993 |
THE CONCORD ADVISORY GROUP2+ years Service code 27 · EIN 22-3039644 | Advisory (Plan) | $6,371 |
THE BANK OF NEW YORK MELLON2+ years Filed as: U.S. BANK INSTITUTIONAL TRUST & CUS Service code 50 · EIN 41-2003732 | Direct Payment | $5,167 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,332-100.0% | $115,939-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 17.7%-17.7pp | 19.3%-19.3pp | 3.6%-3.6pp |
| Annual return | 4.77% | 4.08%+0.7pp | 3.97%+0.8pp | 11.88%-7.1pp |
| Employer contribution / active EE | $5,137 | $19,692-73.9% | $28,168-81.8% | $14,612-64.8% |
| Participant deferral / active EE | $0 | $1,371-100.0% | $274-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $282-100.0% | $12,837-100.0% | $637-100.0% |