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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC5 years Service code 11 · EIN 13-3954297 | Actuarial | $398,506 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BNY MELLON Service code 21 BLUE BLACK SQUARE · WEST HARTFORD, CT 06107 | Bank Trustee | $207,551 |
RSM US LLP8+ years Service code 10 · EIN 42-0714325 | Accounting | $34,650 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $81,873-100.0% | $306,246-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 43.6%-43.6pp | 62.9%-62.9pp | 12.4%-12.4pp |
| Annual return | 5.52% | 10.02%-4.5pp | 35.16%-29.6pp | 9.89%-4.4pp |
| Employer contribution / active EE | $17,194 | $18,708-8.1% | $46,401-62.9% | $14,313+20.1% |
| Participant deferral / active EE | $0 | $78-100.0% | $72-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $470-100.0% | $4,448-100.0% | $9,084-100.0% |