Filed January 26, 2016 (most recent of 2 filings on file)
Total covered: 188 employees
| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC1 year Filed as: BUCK GLOBAL CONSULTING, LLC Service code 11 · EIN 13-3954297 | Actuarial | $245,606 |
CROWE LLP3+ years Filed as: CROWE HORWATH, LLP Service code 10 · EIN 35-0921680 | Accounting | $23,834 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 14.98% | 79.68%-64.7pp | 16.78%-1.8pp | 23.90%-8.9pp |
| Employer contribution / active EE | $0 | $21,735-100.0% | $26,328-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |