Filed October 18, 2004
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 |
|---|---|---|
IEDA, INC8+ years Service code 14 · EIN 94-2990882 | Plan Administrator | $394,444 |
BUCK GLOBAL, LLC5 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $220,822 |
TRUCKER HUSS5 years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $74,128 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $62,153 |
ALAN BILLER & ASSOCIATES2 years Filed as: ALAN BILLER & ASSOCIATES, INC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $61,284 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $48,506 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $44,240 |
PGIM INVESTMENTS3 years Filed as: PGIM Service code 28 · EIN 22-1211670 | Investment Management | $29,404 |
STEPHEN HORN INSURANCE SERVICES8+ years Service code 53 · EIN 94-3249244 | Insurance Commissions | $25,672 |
SCOUT INVESTMENTS, INC.5 years Service code 28 · EIN 43-1925734 | Investment Management | $20,996 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | - | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 0.0%0pp | 2.3%-2.3pp |
| Annual return | 0.40% | 37.74%-37.3pp | 8.37%-8.0pp | 37.74%-37.3pp |
| Employer contribution / active EE | $13,614 | $15,788-13.8% | $29,626-54.0% | $15,788-13.8% |
| Participant deferral / active EE | $0 | $732-100.0% | $0 | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | - | $9,287-100.0% |