Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC5 years Service code 11 · EIN 13-3954297 | Actuarial | $80,596 |
THE VANGUARD GROUP, INC.8+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-2186884 | Recordkeeping | $17,277 |
MILLER KAPLAN ARASE LLP8+ years Service code 10 · EIN 95-2036255 4123 LANKERSHIM BOULEVARD · NORTH HOLLYWOOD, CA 91602 | Accounting | $14,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $319,010-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 5.6%-5.6pp |
| Annual return | -16.43% | -11.16%-5.3pp | 10.22%-26.7pp | 39.82%-56.2pp |
| Employer contribution / active EE | $0 | $48,316-100.0% | $51,212-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $680 | $250+171.5% | $129+428.1% | $614+10.8% |
| Admin fee / account holder | $0 | $62-100.0% | $10,810-100.0% | $62-100.0% |