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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC6 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 83-1116912 420 LEXINGTON AVE · NEW YORK, NY 10170 | Actuarial | $40,430 |
BONADIO & CO., LLP1 year Service code 10 · EIN 16-1131146 432 FRANKLIN STREET · SYRACUSE, NY 13204 | Accounting | $11,000 |
FIRST STATE TRUST COMPANY7 years Service code 21 · EIN 13-3124172 DELAWARE CORPORATE CENTER · WILMINGTON, DE 19803 | Bank Trustee | $7,377 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 TWO JERICHO PLAZA · JERICHO, NY 11753 | Advisory (Plan) | $5,791 |
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Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $344,842-100.0% | $334,005-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 51.6%-51.6pp | 43.7%-43.7pp | 43.9%-43.9pp |
| Annual return | 10.39% | 10.02%+0.4pp | 9.82%+0.6pp | 13.05%-2.7pp |
| Employer contribution / active EE | $5,020 | $31,894-84.3% | $30,304-83.4% | $37,651-86.7% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $60,407-100.0% | $53,840-100.0% | $31,074-100.0% |