Filed January 31, 2002 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $26,250 |
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $21,585 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 51 · EIN 95-2834236 | Investment Mgmt Fees | $15,000 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $12,469 |
BB&T1+ years Service code 18 · EIN 56-0939887 | Investment management fees paid direc... | $9,479 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $8,633 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $111,575-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 1.8%-1.8pp |
| Annual return | 6.18% | 5.03%+1.1pp | 18.87%-12.7pp | 7.18%-1.0pp |
| Employer contribution / active EE | $3,552 | $10,273-65.4% | $19,828-82.1% | $13,095-72.9% |
| Participant deferral / active EE | $0 | $49-100.0% | $68-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $262-100.0% | $362-100.0% |