Filed March 12, 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 |
|---|---|---|
LPL FINANCIAL1+ years Service code 16 · EIN 04-3046611 | Consulting | $87,500 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN LEWIS & BOCKIUS Service code 10 · EIN 23-0891050 | Accounting | $50,062 |
FREED MAXICK CPAS PC1+ years Service code 10 · EIN 45-4051133 | Accounting | $26,450 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS LLC Service code 10 · EIN 13-3954297 | Accounting | $7,825 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,446 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 16 · EIN 04-6309853 | Consulting | $6,569 |
Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,054 | $82,422-13.8% | $67,652+5.0% | $67,505+5.3% |
| Participation rate | 78.4% | 84.2%-5.8pp | 75.7%+2.7pp | 71.2%+7.2pp |
| Annual return | 2.65% | 12.72%-10.1pp | 6625.40%-6622.8pp | 6.52%-3.9pp |
| Employer contribution / active EE | $2,580 | $2,879-10.4% | $2,266+13.9% | $2,173+18.7% |
| Participant deferral / active EE | $3,512 | $5,020-30.0% | $3,560-1.3% | $3,597-2.3% |
| Admin fee / account holder | $30 | $53-43.8% | $4,821-99.4% | $56-46.8% |