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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $121,615 |
CREDIT SUISSE2+ years Filed as: CREDIT SUISSE SECURITIES (USA) LLC Service code 27 · EIN 13-1898818 | Advisory (Plan) | $112,696 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $28,000 |
MATRIX TRUST COMPANY2+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $25,045 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $261,298-100.0% | $169,917-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 27.3%-27.3pp | 10.3%-10.3pp | 45.6%-45.6pp |
| Annual return | 8.01% | 6.80%+1.2pp | 7.98%0pp | 4.16%+3.8pp |
| Employer contribution / active EE | $195,224 | $40,252+385.0% | $23,724+722.9% | $42,918+354.9% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $972-100.0% | $636-100.0% | $21,465-100.0% |