Filed February 19, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY COUNSELORS INC.1+ years Service code 31 · EIN 22-3709903 | Named fiduciary; Direct payment from ... | $366,680 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS LLP Service code 11 · EIN 13-3954297 | Actuarial | $128,614 |
MERCER1+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2386900 | Actuarial | $37,458 |
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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 | $199,435-100.0% | $186,087-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 59.6%-59.6pp | 37.8%-37.8pp | 48.7%-48.7pp |
| Annual return | 0.00% | -2.05%+2.0pp | -2.13%+2.1pp | -2.16%+2.2pp |
| Employer contribution / active EE | $0 | $44,216-100.0% | $34,127-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $109-100.0% | $131-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $1,011-100.0% | $941-100.0% | $12,572-100.0% |