Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC7 years Service code 11 · EIN 13-3954297 | Actuarial | $627,483 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BNY MELLON Service code 21 BLUE BLACK SQUARE · WEST HARTFORD, CT 06107 | Bank Trustee | $278,408 |
PROSKAUER ROSE LLP2 years Filed as: PROSKAUER Service code 29 ELEVEN TIMES SQUARE · NEW YORK, NY 100368299 | Legal | $6,451 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,981-100.0% | $490,217-100.0% | $33,981-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.0%-35.0pp | 15.3%-15.3pp |
| Annual return | 5.29% | 8.88%-3.6pp | 7.21%-1.9pp | 9.75%-4.5pp |
| Employer contribution / active EE | $0 | $15,038-100.0% | $39,652-100.0% | $13,830-100.0% |
| Participant deferral / active EE | $0 | $0 | $95-100.0% | $110-100.0% |
| Admin fee / account holder | $0 | $2,810-100.0% | $28,496-100.0% | $2,810-100.0% |