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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC4 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 83-1116912 420 LEXINGTON AVE · NEW YORK, NY 10170 | Actuarial | $63,364 |
Filed as: FUSTCHARLES LLP Service code 10 · EIN 16-1226221 220 S WARREN STREET · SYRACUE, NY 13202 | Accounting | $10,330 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 TWO JERICHO PLAZA · JERICHO, NY 11753 | Advisory (Plan) | $8,314 |
FIRST STATE TRUST COMPANY5 years Service code 21 · EIN 13-3124172 DELAWARE CORPORATE CENTER · WILMINGTON, DE 19803 | Bank Trustee | $6,660 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $281,394-100.0% | $270,125-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 44.3%-44.3pp | 35.7%-35.7pp | 44.5%-44.5pp |
| Annual return | -24.21% | -41.92%+17.7pp | -38.86%+14.6pp | -14.65%-9.6pp |
| Employer contribution / active EE | $5,131 | $40,095-87.2% | $37,752-86.4% | $46,321-88.9% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,582-100.0% |