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 |
|---|---|---|
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR CONSULTING LLC Service code 16 420 LEXINGTON AVE · NEW YORK, NY 10170 | Consulting | $24,400 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $17,665 |
BUCK GLOBAL, LLC4+ years Filed as: BUCK CONSULTANTS LLC Service code 16 PO BOX 202617 · DALLAS, TX 75320 | Consulting | $12,200 |
BUCK GLOBAL, LLC1 year Filed as: BUCK GLOBAL LLC Service code 16 PO BOX 207640 · DALLAS, TX 75320 | Consulting | $12,200 |
DMLO4+ years Service code 10 9300 SHELBYVILLE ROAD · LOUISVILLE, KY 40222 | Accounting | $8,200 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $127,290 | $64,286+98.0% | $106,387+19.6% | $55,725+128.4% |
| Participation rate | 90.6% | 75.2%+15.4pp | 77.5%+13.1pp | 70.9%+19.7pp |
| Annual return | -1.51% | 0.84%-2.4pp | 0.25%-1.8pp | 244.93%-246.4pp |
| Employer contribution / active EE | $2,224 | $2,367-6.0% | $3,520-36.8% | $2,078+7.0% |
| Participant deferral / active EE | $4,672 | $4,158+12.4% | $5,421-13.8% | $3,356+39.2% |
| Admin fee / account holder | $97 | $102-5.5% | $7,510-98.7% | $115-16.0% |