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 | Float revenue; Sales loads (front end... | $50,377 |
BUCK GLOBAL, LLC3 years Filed as: BUCK GLOBAL LLC Service code 16 · EIN 13-3954297 | Consulting | $34,526 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $79,914 | $55,446+44.1% | $155,574-48.6% | $74,429+7.4% |
| Participation rate | 71.0% | 61.9%+9.1pp | 78.2%-7.2pp | 67.2%+3.8pp |
| Annual return | 13.00% | 269.20%-256.2pp | 64.87%-51.9pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $414 | $2,266-81.7% | $4,676-91.1% | $2,625-84.2% |
| Participant deferral / active EE | $4,130 | $2,836+45.6% | $5,629-26.6% | $4,348-5.0% |
| Admin fee / account holder | $397 | $1,743-77.2% | $15,914-97.5% | $1,944-79.6% |