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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC1 year Service code 11 · EIN 13-3954297 | Actuarial | $86,111 |
JEFFREY SLOCUM & ASSOCIATES4+ years Service code 27 · EIN 41-1567437 | Advisory (Plan) | $56,506 |
WALTER SCOTT & PARTNERS LIMITED4+ years Filed as: WALTER SCOTT & PARTNERS Service code 28 · EIN 98-0465834 | Investment Management | $33,284 |
INCOME RESEARCH & MANAGEMENT4+ years Service code 28 · EIN 04-2955404 | Investment Management | $29,077 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $21,687 |
NORTHERN TRUST COMPANY3 years Service code 19 · EIN 36-1561860 | Securities Custodian | $18,756 |
BONADIO & CO., LLP4+ years Filed as: THE BONADIO GROUP Service code 10 · EIN 16-1131146 | Accounting | $11,200 |
FIDUCIARY MANAGEMENT, INC.4+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 | Investment Management | $10,977 |
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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 | $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 | -7.27% | -2.48%-4.8pp | -102.04%+94.8pp | 0.19%-7.5pp |
| Employer contribution / active EE | $14,737 | $7,648+92.7% | $36,232-59.3% | $13,763+7.1% |
| Participant deferral / active EE | $313 | $27+1041.6% | $48+554.5% | $804-61.1% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |