Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC2 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 83-1116912 420 LEXINGTON AVENUE · NEW YORK, NY 10170 | Actuarial | $63,862 |
FUST CHARLES CHAMBERS LLP6+ years Service code 10 · EIN 16-1226221 5784 WIDEWATERS PARKWAY · SYRACUSE, NY 13214 | Accounting | $10,125 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 TWO JERICHO PLAZA · JERICHO, NY 11753 | Advisory (Plan) | $8,229 |
FIRST STATE TRUST COMPANY3 years Service code 21 · EIN 13-3124172 DELAWARE CORPORATE CENTER · WILMINGTON, DE 19803 | Bank Trustee | $6,464 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 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 | $68,025-100.0% | $220,428-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 38.3%-38.3pp | 43.5%-43.5pp | 13.5%-13.5pp |
| Annual return | 8.04% | 9.03%-1.0pp | 90.61%-82.6pp | 9.29%-1.2pp |
| Employer contribution / active EE | $3,530 | $14,065-74.9% | $32,730-89.2% | $15,168-76.7% |
| Participant deferral / active EE | $0 | $19-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,029-100.0% | $12,805-100.0% | $2,037-100.0% |