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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC8 years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $45,768 |
Filed as: BANK OF AMERICA/MERRILL LYNCH Service code 21 · EIN 94-1687665 | Bank Trustee | $27,159 |
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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 | $398,892-100.0% | $398,892-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 64.6%-64.6pp | 54.1%-54.1pp | 55.9%-55.9pp |
| Annual return | 13.44% | 8.32%+5.1pp | 8.56%+4.9pp | 24.44%-11.0pp |
| Employer contribution / active EE | $0 | $41,002-100.0% | $37,135-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $77,551-100.0% | $77,551-100.0% | $22,013-100.0% |