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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC1 year Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $360,006 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 28 50 FREMONS ST., STE 3900 · SAN FRANCISO, CA 94105 | Investment Management | $92,380 |
THOMPSON HINE1 year Filed as: THOMPSOM HINE Service code 29 · EIN 34-0575300 | Legal | $53,469 |
US BANK2+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $28,872 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $49,677-100.0% | $169,917-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 3.6%-3.6pp |
| Annual return | 1.38% | 7.64%-6.3pp | 7.98%-6.6pp | 11.88%-10.5pp |
| Employer contribution / active EE | $96,262 | $10,406+825.0% | $23,724+305.8% | $14,612+558.8% |
| Participant deferral / active EE | $0 | $130-100.0% | $53-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $636-100.0% | $637-100.0% |