Filed September 2, 2006 (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 |
|---|---|---|
Service code 19 · EIN 13-5160382 | Securities Custodian | $408,818 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT Service code 65 · EIN 36-3109431 | Account Maintenance | $362,463 |
COMPASS 360, LLC1 year Filed as: COMPASS INTERMEDIATE LLC Service code 16 · EIN 41-1944416 | Consulting | $169,890 |
BUCK GLOBAL, LLC1 year Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3964297 | Actuarial | $145,833 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $19,250 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -0.98% | 7.96%-8.9pp | 5.04%-6.0pp | 8.76%-9.7pp |
| Employer contribution / active EE | $22,599 | $15,125+49.4% | $26,454-14.6% | $16,664+35.6% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |