Filed May 14, 2012
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, LLC1+ years Filed as: BUCK CONSULTANTS, INC. Service code 11 · EIN 13-2655989 | Actuarial | $397,475 |
Filed as: HUNTER MICHAEL INVSTMNT ADVISOR INC Service code 28 · EIN 54-1870462 | Investment Management | $225,386 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 13 · EIN 22-1147033 | Contract Administrator | $123,735 |
BKD, LLP1+ years Service code 10 · EIN 44-0160260 | Accounting | $30,342 |
KILPATRICK TOWNSEND1+ years Filed as: KILPATRICK STOCKTON Service code 29 · EIN 58-0511774 | Legal | $9,703 |
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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 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 | $82,591-100.0% | $96,302-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.8%-0.8pp |
| Annual return | -3.56% | 2.41%-6.0pp | -2.90%-0.7pp | -0.60%-3.0pp |
| Employer contribution / active EE | $16,409 | $14,069+16.6% | $27,990-41.4% | $12,272+33.7% |
| Participant deferral / active EE | $0 | $260-100.0% | $137-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $519-100.0% | $717-100.0% |