| Provider | Service type | Compensation |
|---|---|---|
MERCER8+ years Service code 11 · EIN 13-3954297 4 EMBARCADERO CENTER, SUITE 400 · SAN FRANCISCO, CA 941114156 | Actuarial | $57,476 |
BUCK GLOBAL, LLC4 years Filed as: BUCK GLOBAL LLC Service code 15 · EIN 13-3954297 | Recordkeeping | $33,216 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $788,447-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 5.6%-5.6pp |
| Annual return | -15.06% | -0.56%-14.5pp | -3.21%-11.9pp | 39.82%-54.9pp |
| Employer contribution / active EE | $0 | $21,553-100.0% | $46,051-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $308-100.0% | $31-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $46,258-100.0% | $62-100.0% |