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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC6+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 500 PLAZA DRIVE · SECAUCUS, NJ 070941533 | Actuarial | $103,357 |
PITTA LLP1 year Service code 29 120 BROADWAY, STE 2800 · NEW YORK, NY 10271 | Legal | $37,938 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2466110 333 WEST 34TH STREET 5TH FL · NEW YORK, NY 10001 | Advisory (Plan) | $30,000 |
STATE STREET GLOBAL ADVISORS6+ years Service code 18 · EIN 04-1867445 1600 SUMMER ST. STE 3 · STAMFORD, CT 06905 | Investment management fees paid direc... | $7,749 |
ROGOFF & COMPANY PC6+ years Service code 10 · EIN 13-2688836 355 LEXINGTON AVE, 6TH FL · NEW YORK, NY 10017 | Accounting | $7,500 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $20,848-100.0% | $353,945-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 20.8%-20.8pp | 13.5%-13.5pp |
| Annual return | 10.42% | 12.26%-1.8pp | 10.57%-0.2pp | 9.29%+1.1pp |
| Employer contribution / active EE | $48,969 | $20,182+142.6% | $29,483+66.1% | $15,168+222.8% |
| Participant deferral / active EE | $503 | $23+2100.0% | $150+235.7% | $67+648.8% |
| Admin fee / account holder | $0 | $81-100.0% | $2,009-100.0% | $2,037-100.0% |