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, LLC5 years Filed as: BUCK GLOBAL LLC Service code 16 PO BOX 207640 · DALLAS, TX 75320 | Consulting | $63,800 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $24,602 |
DMLO8+ years Service code 10 9300 SHELBYVILLE ROAD · LOUISVILLE, KY 40222 | Accounting | $14,750 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,925 | $74,188+75.1% | $115,756+12.2% | $64,808+100.5% |
| Participation rate | 94.4% | 76.2%+18.1pp | 77.1%+17.3pp | 71.5%+22.9pp |
| Annual return | -16.06% | -11.81%-4.3pp | 143.14%-159.2pp | 32.82%-48.9pp |
| Employer contribution / active EE | $3,289 | $3,365-2.2% | $3,793-13.3% | $2,506+31.3% |
| Participant deferral / active EE | $6,814 | $5,294+28.7% | $6,254+9.0% | $4,310+58.1% |
| Admin fee / account holder | $107 | $148-28.1% | $8,124-98.7% | $188-43.2% |