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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC3 years Service code 11 · EIN 13-3954297 | Actuarial | $532,246 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY MELLON Service code 21 BLUE BLACK SQUARE · WEST HARTFORD, CT 06107 | Bank Trustee | $141,034 |
RSM US LLP6+ years Service code 10 · EIN 42-0714325 | Accounting | $33,600 |
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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 | $295,536-100.0% | $375,279-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 23.1%-23.1pp | 36.7%-36.7pp | 8.4%-8.4pp |
| Annual return | 25.89% | 8.35%+17.5pp | 9.78%+16.1pp | 18.35%+7.5pp |
| Employer contribution / active EE | $14,278 | $16,968-15.9% | $46,889-69.5% | $14,669-2.7% |
| Participant deferral / active EE | $0 | $12-100.0% | $72-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $39,383-100.0% | $5,665-100.0% | $9,141-100.0% |