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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC7 years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $38,744 |
Filed as: BANK OF AMERICA/MERRILL LYNCH Service code 21 · EIN 94-1687665 | Bank Trustee | $11,446 |
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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 | $592,784-100.0% | $565,817-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 44.5%-44.5pp | 29.9%-29.9pp | 44.5%-44.5pp |
| Annual return | -14.34% | -8.20%-6.1pp | -8.79%-5.6pp | -14.65%+0.3pp |
| Employer contribution / active EE | $0 | $47,558-100.0% | $43,463-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $12-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $945-100.0% | $866-100.0% | $14,582-100.0% |