Filed February 18, 1998 (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 |
|---|---|---|
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS LLC Service code 16 P O BOX 202617 · DALLAS, TX 75320 | Consulting | $45,000 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $14,170 |
DEMING MALONE LIVESAY & OSTROFF1+ years Filed as: DEMING MALONE LIVESAY OSTROFF Service code 10 9300 SHELBYVILLE ROAD · LOUISVILLE, KY 40222 | Accounting | $7,775 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,983 | $65,820+83.8% | $108,745+11.3% | $57,658+109.8% |
| Participation rate | 97.1% | 72.7%+24.4pp | 77.7%+19.5pp | 70.2%+26.9pp |
| Annual return | 5.50% | 21.32%-15.8pp | 46.22%-40.7pp | 5.13%+0.4pp |
| Employer contribution / active EE | $3,376 | $2,285+47.7% | $3,323+1.6% | $1,974+71.1% |
| Participant deferral / active EE | $4,354 | $3,578+21.7% | $5,121-15.0% | $3,061+42.2% |
| Admin fee / account holder | $90 | $91-0.9% | $6,144-98.5% | $95-4.4% |