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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS INC Service code 11 · EIN 13-3954297 | Actuarial | $31,138 |
WESSEL & COMPANY2+ years Service code 10 · EIN 25-1390233 | Accounting | $7,950 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 1.14% | 5.13%-4.0pp | 4.74%-3.6pp | 7.18%-6.0pp |
| Employer contribution / active EE | $15,400 | $14,689+4.8% | $36,089-57.3% | $13,095+17.6% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |