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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC1 year Service code 11 · EIN 13-3954297 | Actuarial | $393,626 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON Service code 21 BLUE BLACK SQUARE · WEST HARTFORD, CT 06107 | Bank Trustee | $103,042 |
RSM US LLP4+ years Service code 10 · EIN 42-0714325 | Accounting | $31,500 |
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Annual investment return 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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $346,182-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 2.8%-2.8pp |
| Annual return | 3.32% | 13.54%-10.2pp | 13.48%-10.2pp | 16.32%-13.0pp |
| Employer contribution / active EE | $12,605 | $37,659-66.5% | $47,067-73.2% | $17,007-25.9% |
| Participant deferral / active EE | $0 | $159-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $14,572-100.0% | $127-100.0% |