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| Provider | Service type | Compensation |
|---|---|---|
WRIGHT INVESTORS SERVICE1+ years Service code 28 · EIN 06-1444342 | Investment Management | $60,340 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $40,920 |
MENGEL, METZGER, BARR & CO. LLP1+ years Service code 10 · EIN 16-1092347 | Accounting | $8,500 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | 78.74% | 0.06%+78.7pp | -0.81%+79.5pp | -0.60%+79.3pp |
| Employer contribution / active EE | $4,319 | $14,206-69.6% | $38,425-88.8% | $12,272-64.8% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |