Filed January 29, 2018
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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC3 years Service code 11 · EIN 13-3954297 | Actuarial | $485,613 |
Filed as: INSIGHT NORTH AMERICA (STANDISH) Service code 28 · EIN 25-1890416 | Investment Management | $328,254 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $35,666 |
MERCER1 year Filed as: MERCER INC. Service code 27 · EIN 13-2834414 | Advisory (Plan) | $32,283 |
STEVENS & LEE6+ years Service code 29 · EIN 23-1886296 | Legal | $22,286 |
NORTHERN TRUST COMPANY5 years Service code 19 · EIN 36-1561860 | Securities Custodian | $17,785 |
BONADIO & CO., LLP1 year Filed as: BONADIO & CO, LLP Service code 10 · EIN 16-1131146 | Accounting | $10,900 |
Service code 28 · EIN 98-0465834 | Investment Management | $2,465 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | 15.51% | 9.03%+6.5pp | 90.61%-75.1pp | 627.08%-611.6pp |
| Employer contribution / active EE | $0 | $13,843-100.0% | $32,730-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |