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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS LLC Service code 11 · EIN 13-3954297 | Actuarial | $77,862 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: REA AND ASSOCIATES INC. Service code 10 · EIN 34-1310124 | Accounting | $9,975 |
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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 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 11.73% | 22.74%-11.0pp | 16.78%-5.0pp | 13.95%-2.2pp |
| Employer contribution / active EE | $3,955 | $16,157-75.5% | $26,328-85.0% | $16,598-76.2% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |