| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-3954297 4 EMBARCADERO CENTER, SUITE 400 · SAN FRANCISCO, CA 941114156 | Actuarial | $51,773 |
BUCK GLOBAL, LLC1 year Filed as: BUCK GLOBAL LLC Service code 15 · EIN 13-3954297 | Recordkeeping | $24,996 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 16.83% | 33.70%-16.9pp | 14.64%+2.2pp | 53.27%-36.4pp |
| Employer contribution / active EE | $0 | $14,473-100.0% | $41,831-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |