Filed August 19, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC4+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $341,005 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: JP MORGAN RETIREMENT PLAN SERVICES Service code 14 · EIN 71-0930784 | Plan Administrator | $64,500 |
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD Service code 27 · EIN 11-2517083 | Advisory (Plan) | $40,592 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -5.72% | -2.48%-3.2pp | -102.04%+96.3pp | 0.19%-5.9pp |
| Employer contribution / active EE | $2,469 | $7,648-67.7% | $36,232-93.2% | $13,763-82.1% |
| Participant deferral / active EE | $0 | $27-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |