Filed April 22, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $476,316 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS LLC Service code 14 485 LEXINGTON AVENUE · NEW YORK, NY 10017 | Plan Administrator | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$66,589 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,946 | $69,298+64.4% | $94,229+20.9% | $67,505+68.8% |
| Participation rate | 84.0% | 78.7%+5.3pp | 78.8%+5.2pp | 71.2%+12.8pp |
| Annual return | 3.41% | 4.36%-1.0pp | 10.68%-7.3pp | 6.52%-3.1pp |
| Employer contribution / active EE | $3,188 | $1,785+78.6% | $3,587-11.1% | $2,173+46.7% |
| Participant deferral / active EE | $5,552 | $3,471+59.9% | $4,320+28.5% | $3,597+54.4% |
| Admin fee / account holder | $54 | $59-8.4% | $6,269-99.1% | $56-4.0% |