Filed January 29, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Inves... | $45,117 |
BUCK GLOBAL, LLC2 years Filed as: BUCK GLOBAL LLC Service code 16 · EIN 13-3954297 | Consulting | $33,520 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,857 | $61,391+15.4% | $149,723-52.7% | $71,529-0.9% |
| Participation rate | 69.5% | 62.5%+7.0pp | 78.8%-9.3pp | 67.9%+1.5pp |
| Annual return | 14.63% | 35.88%-21.2pp | 134.50%-119.9pp | 28.97%-14.3pp |
| Employer contribution / active EE | $378 | $2,384-84.1% | $4,821-92.2% | $2,590-85.4% |
| Participant deferral / active EE | $3,812 | $2,921+30.5% | $5,682-32.9% | $4,291-11.2% |
| Admin fee / account holder | $332 | $1,264-73.7% | $13,215-97.5% | $1,588-79.1% |