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| 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 |
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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 | $24,265-100.0% | $618,728-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 11.2%-11.2pp | 37.8%-37.8pp | 11.2%-11.2pp |
| Annual return | 5.29% | 9.01%-3.7pp | 2.61%+2.7pp | 9.01%-3.7pp |
| Employer contribution / active EE | $0 | $12,866-100.0% | $36,531-100.0% | $12,866-100.0% |
| Participant deferral / active EE | $0 | $260-100.0% | $87-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $69,555-100.0% | $4,785-100.0% |