Filed December 29, 1992
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, LLC7 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $140,962 |
Filed as: FIDELITY INST ASSET MGMT TRUST CO Service code 27 · EIN 20-2159373 | Advisory (Plan) | $140,000 |
MATRIX TRUST COMPANY10+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $41,030 |
MAHER DUESSEL5 years Filed as: MAHER DUESSELL Service code 15 · EIN 25-1622758 | Recordkeeping | $10,500 |
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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 | $116,914-100.0% | $116,914-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 20.2%-20.2pp | 9.1%-9.1pp | 43.7%-43.7pp |
| Annual return | -5.43% | 7.69%-13.1pp | 8.92%-14.4pp | 13.05%-18.5pp |
| Employer contribution / active EE | $598,000 | $38,144+1467.8% | $24,457+2345.1% | $37,664+1487.7% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $692-100.0% | $692-100.0% | $31,365-100.0% |