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| Provider | Service type | Compensation |
|---|---|---|
WRIGHT INVESTORS SERVICE1+ years Service code 28 · EIN 06-1444342 | Investment Management | $49,795 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $16,983 |
MENGEL, METZGER, BARR & CO. LLP1+ years Filed as: MENGAL, METZGER, BARR & CO. LLP Service code 10 · EIN 16-1092347 | Accounting | $8,200 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $258,845-100.0% | $846,462-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 51.0%-51.0pp | 23.1%-23.1pp | 48.7%-48.7pp |
| Annual return | 0.46% | -1.13%+1.6pp | -0.81%+1.3pp | -2.16%+2.6pp |
| Employer contribution / active EE | $0 | $49,652-100.0% | $38,425-100.0% | $42,957-100.0% |
| Participant deferral / active EE | $0 | $367-100.0% | $315-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $15,092-100.0% | $15,697-100.0% | $12,572-100.0% |