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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $96,085 |
BRUTON FINANCIAL ADVISORS1+ years Filed as: BRUTON FINANCIAL ADVISOR Service code 28 · EIN 20-1145119 | Investment Management | $13,199 |
FORD & HARRISON LLP1+ years Service code 29 · EIN 58-1314995 | Legal | $10,649 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST RET & INST CO Service code 21 · EIN 51-0099033 | Bank Trustee | $9,336 |
RAINER & COMPANY1+ years Service code 10 · EIN 22-2183936 | Accounting | $8,500 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $1,219,223-100.0% | $522,682-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 4.3%-4.3pp |
| Annual return | -6.30% | -1.56%-4.7pp | -3.43%-2.9pp | 2.81%-9.1pp |
| Employer contribution / active EE | $0 | $14,048-100.0% | $25,607-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $369-100.0% | $77-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $5,367-100.0% | $13,511-100.0% | $1,639-100.0% |