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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 16-0468020 | Actuarial | $12,436 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RET. PARTNERS LLC Service code 10 · EIN 47-1411118 | Accounting | $11,834 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,700 |
MANTYLA MCREYNOLDS1+ years Service code 10 · EIN 80-0021232 | Accounting | $10,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $50,876-100.0% | $466,275-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.6%-17.6pp | 15.7%-15.7pp |
| Annual return | -1.52% | -1.93%+0.4pp | -2.52%+1.0pp | -7.14%+5.6pp |
| Employer contribution / active EE | $4,762 | $13,932-65.8% | $109,954-95.7% | $14,613-67.4% |
| Participant deferral / active EE | $0 | $149-100.0% | $846-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $12,408-100.0% | $1,191-100.0% |