Filed August 19, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $311,639 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: JP MORGAN RETIREMENT PLAN SERVICES Service code 14 · EIN 71-0930784 | Plan Administrator | $51,224 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE Service code 27 · EIN 13-4994650 | Advisory (Plan) | $15,296 |
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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 6.94% | 5.09%+1.9pp | 5.00%+1.9pp | 7.18%-0.2pp |
| Employer contribution / active EE | $3,709 | $7,393-49.8% | $35,918-89.7% | $13,095-71.7% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |