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, LLC2 years Service code 11 · EIN 13-3954297 | Actuarial | $352,994 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $305,951 |
Service code 28 · EIN 54-1870462 | Investment Management | $257,832 |
Service code 25 · EIN 54-1947440 | Directed Trustee | $215,632 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 13 · EIN 36-1561860 | Contract Administrator | $65,910 |
KILPATRICK TOWNSEND5+ years Filed as: KILPATRICK STOCKTON Service code 29 · EIN 58-0511774 | Legal | $29,011 |
BKD, LLP5+ years Service code 10 · EIN 44-0160260 | Accounting | $21,350 |
SUSTAINALITICS1 year Service code 13 125 MAIDEN LANE, SUITE 602 · NEW YORK, NY 10038 | Contract Administrator | $7,916 |
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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 | $46,244-100.0% | $50,635-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 2.8%-2.8pp |
| Annual return | 20.00% | 15.46%+4.5pp | 18.06%+1.9pp | 16.32%+3.7pp |
| Employer contribution / active EE | $20,920 | $10,289+103.3% | $30,411-31.2% | $17,007+23.0% |
| Participant deferral / active EE | $0 | $214-100.0% | $40-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,675-100.0% | $127-100.0% |