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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $93,920 |
WALTER SCOTT & PARTNERS LIMITED1+ years Filed as: WALTER SCOTT & PARTNERS Service code 28 · EIN 98-0465834 | Investment Management | $40,379 |
STEVENS & LEE1+ years Service code 29 · EIN 23-1886296 | Legal | $27,007 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $24,881 |
FIDUCIARY MANAGEMENT, INC.1+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 | Investment Management | $23,830 |
JEFFREY SLOCUM & ASSOCIATES1+ years Service code 27 · EIN 41-1567437 | Advisory (Plan) | $19,959 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $19,604 |
BONADIO & CO., LLP1+ years Filed as: THE BONADIO GROUP Service code 10 · EIN 16-1131146 | Accounting | $13,200 |
INCOME RESEARCH & MANAGEMENT1+ years Service code 28 · EIN 04-2955404 | Investment Management | $12,635 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -3.50% | -0.96%-2.5pp | -2.00%-1.5pp | -0.60%-2.9pp |
| Employer contribution / active EE | $9,254 | $6,828+35.5% | $34,470-73.2% | $12,272-24.6% |
| Participant deferral / active EE | $292 | $232+25.5% | $34+760.5% | $416-29.8% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |