Filed December 17, 2012 (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, LLC1+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $52,974 |
O'MELVENY & MYERS LLP1+ years Filed as: O'MELVENY & MYERS Service code 29 · EIN 95-1066597 | Legal | $25,862 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 14 · EIN 41-0449260 | Plan Administrator | $20,271 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $142,459-100.0% | $110,523-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 67.9%-67.9pp | 47.6%-47.6pp | 45.6%-45.6pp |
| Annual return | -7.40% | 0.75%-8.1pp | 1.69%-9.1pp | 4.16%-11.6pp |
| Employer contribution / active EE | $0 | $33,373-100.0% | $24,295-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $1,105-100.0% | $1,031-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $905-100.0% | $1,392-100.0% | $21,465-100.0% |