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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC1 year Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $36,922 |
WILMINGTON TRUST1 year Service code 21 · EIN 16-1486454 | Bank Trustee | $16,869 |
MILLIMAN, INC.6+ years Service code 11 · EIN 91-0675641 | Actuarial | $9,226 |
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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 | $72,552-100.0% | $91,826-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 4.7%-4.7pp | 13.5%-13.5pp |
| Annual return | 8.65% | 9.41%-0.8pp | 793.01%-784.4pp | 9.29%-0.6pp |
| Employer contribution / active EE | $69 | $13,564-99.5% | $27,004-99.7% | $15,168-99.5% |
| Participant deferral / active EE | $0 | $96-100.0% | $154-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $599-100.0% | $4,239-100.0% | $2,037-100.0% |