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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC5 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 83-1116912 420 LEXINGTON AVE · NEW YORK, NY 10170 | Actuarial | $87,253 |
FUST CHARLES CHAMBERS LLP2 years Filed as: FUSTCHARLES LLP Service code 10 · EIN 16-1226221 220 S WARREN STREET · SYRACUSE, NY 13202 | Accounting | $10,975 |
FIRST STATE TRUST COMPANY6 years Service code 21 · EIN 13-3124172 DELAWARE CORPORATE CENTER · WILMINGTON, DE 19803 | Bank Trustee | $7,864 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 TWO JERICHO PLAZA · JERICHO, NY 11753 | Advisory (Plan) | $7,035 |
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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 | $262,251-100.0% | $250,986-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 61.9%-61.9pp | 50.6%-50.6pp | 55.9%-55.9pp |
| Annual return | 7.60% | 34.49%-26.9pp | 32.33%-24.7pp | 24.44%-16.8pp |
| Employer contribution / active EE | $5,212 | $35,997-85.5% | $33,956-84.7% | $41,344-87.4% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,013-100.0% |