Filed January 29, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $168,587 |
1ST SOURCE BANK2+ years Service code 24 · EIN 35-0309575 | Discretionary Trustee | $42,994 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $11,500 |
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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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 6.39% | 5.09%+1.3pp | 5.00%+1.4pp | 7.18%-0.8pp |
| Employer contribution / active EE | $2,441 | $7,393-67.0% | $35,918-93.2% | $13,095-81.4% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |