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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF AMERICA/MERRILL LYNCH Service code 21 · EIN 94-1687665 | Bank Trustee | $75,705 |
BUCK GLOBAL, LLC2 years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $22,525 |
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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 | $385,501-100.0% | $350,496-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 44.6%-44.6pp | 31.4%-31.4pp | 45.9%-45.9pp |
| Annual return | 13.32% | 13.23%+0.1pp | 12.88%+0.4pp | 10.21%+3.1pp |
| Employer contribution / active EE | $0 | $45,589-100.0% | $40,010-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $72-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,618-100.0% | $7,226-100.0% | $13,518-100.0% |