Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC1 year Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 420 LEXINGTON AVENUE · NEW YORK, NY 10170 | Actuarial | $44,386 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 500 W. MADISON STREET · CHICAGO, IL 60661 | Advisory (Plan) | $18,750 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 225 W WACKER DRIVE · CHICAGO, IL 60606 | Accounting | $10,062 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 711 HIGH STREET · DES MOINES, IA 50392 | Bank Trustee | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $266,915-100.0% | $319,010-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 55.4%-55.4pp | 47.0%-47.0pp | 44.4%-44.4pp |
| Annual return | -6.21% | 12.39%-18.6pp | 10.22%-16.4pp | -14.65%+8.4pp |
| Employer contribution / active EE | $0 | $53,670-100.0% | $51,212-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $9,726-100.0% | $10,810-100.0% | $14,582-100.0% |