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| Provider | Service type | Compensation |
|---|---|---|
WRIGHT INVESTORS SERVICE2+ years Service code 28 · EIN 06-1444342 | Investment Management | $68,075 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $60,403 |
MENGEL, METZGER, BARR & CO. LLP2+ years Service code 10 · EIN 16-1092347 | Accounting | $15,750 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 6.32% | 5.13%+1.2pp | 4.74%+1.6pp | 7.18%-0.9pp |
| Employer contribution / active EE | $4,386 | $14,689-70.1% | $36,089-87.8% | $13,095-66.5% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |