| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC1 year Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $228,156 |
JACKSON LEWIS P.C.1 year Service code 29 · EIN 46-3862389 | Legal | $29,556 |
US BANK1 year Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $10,718 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $7,000 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $268,458-100.0% | $264,156-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 50.9%-50.9pp | 45.6%-45.6pp | 45.6%-45.6pp |
| Annual return | -5.00% | 4.72%-9.7pp | 4.74%-9.7pp | 4.16%-9.2pp |
| Employer contribution / active EE | $0 | $48,881-100.0% | $46,220-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $242-100.0% | $248-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $12,218-100.0% | $12,050-100.0% | $21,465-100.0% |