Filed April 30, 2018 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS LLP Service code 11 · EIN 13-3954297 | Actuarial | $591,001 |
JOHCM (USA) INC.1+ years Filed as: J O HAMBRO CAPITAL MANAGEMENT LMTD Service code 28 | Investment Management | $146,479 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $121,335 |
AMERICAN FUNDS1+ years Filed as: CAPITAL ONE NATIONAL BANK Service code 12 · EIN 72-0210640 | Direct payment from the plan; Claims ... | $104,786 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $48,431 |
BOURGEOIS BENNETT LLC1+ years Service code 10 · EIN 72-0136870 | Accounting | $22,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | 0.04% | 4.01%-4.0pp | -2.01%+2.0pp | 1.67%-1.6pp |
| Employer contribution / active EE | $4,018 | $6,352-36.7% | $34,453-88.3% | $10,506-61.8% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |