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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC4 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $156,122 |
Service code 29 · EIN 41-0244008 | Legal | $61,402 |
WILMINGTON TRUST3 years Filed as: WILMINGTON TRUST, NATIONAL ASSOC Service code 21 · EIN 16-1486454 | Bank Trustee | $12,708 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $89,087-100.0% | $80,293-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.6%-5.6pp | 55.8%-55.8pp |
| Annual return | 4.20% | 16.55%-12.3pp | 15.31%-11.1pp | 24.44%-20.2pp |
| Employer contribution / active EE | $140,000 | $42,466+229.7% | $28,686+388.0% | $41,348+238.6% |
| Participant deferral / active EE | $0 | $112-100.0% | $126-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $411-100.0% | $456-100.0% | $22,013-100.0% |