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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $71,889 |
HIGHMARK CAPITAL MANAGEMENT INC1+ years Filed as: HIGHMARK CAPITAL MANAGEMENT Service code 51 · EIN 94-3050577 | Investment Mgmt Fees | $9,059 |
Service code 10 · EIN 13-4139571 | Accounting | $8,500 |
Filed as: PRUDENTIAL Service code 13 · EIN 06-1050034 | Contract Administrator | $5,513 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,327-100.0% | $313,292-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 35.7%-35.7pp | 15.7%-15.7pp |
| Annual return | -4.27% | -2.27%-2.0pp | -2.79%-1.5pp | -7.14%+2.9pp |
| Employer contribution / active EE | $2,123 | $13,002-83.7% | $39,327-94.6% | $14,613-85.5% |
| Participant deferral / active EE | $0 | $0 | $351-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,121-100.0% | $15,115-100.0% | $1,191-100.0% |