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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC1 year Service code 11 · EIN 13-3954297 | Actuarial | $84,540 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $7,350 |
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $315,650-100.0% | $308,621-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 63.2%-63.2pp | 57.6%-57.6pp | 43.9%-43.9pp |
| Annual return | -5.01% | 8.11%-13.1pp | 8.05%-13.1pp | 13.05%-18.1pp |
| Employer contribution / active EE | $21,991 | $44,185-50.2% | $42,683-48.5% | $37,647-41.6% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $8,774-100.0% | $30,946-100.0% |