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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $353,771 |
THOMPSON HINE1+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $185,969 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 28 50 FREMONS ST., STE 3900 · SAN FRANCISCO, CA 94105 | Investment Management | $135,656 |
US BANK1+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $41,183 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES INC Service code 28 340 MADISON AVE, 20TH FLOOR · NEW YORK, NY 10173 | Investment Management | $18,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $211,396-100.0% | $96,302-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.3%-4.3pp |
| Annual return | -0.83% | -0.81%0pp | -2.90%+2.1pp | 2.81%-3.6pp |
| Employer contribution / active EE | $44,453 | $22,644+96.3% | $27,990+58.8% | $16,358+171.7% |
| Participant deferral / active EE | $0 | $1,376-100.0% | $137-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $519-100.0% | $1,639-100.0% |