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| Provider | Service type | Compensation |
|---|---|---|
INTERACTIVE BROKERS LLC1 year Service code 27 · EIN 13-3863700 | Advisory (Plan) | $201,076 |
BUCK GLOBAL, LLC8 years Service code 11 · EIN 13-3954297 | Actuarial | $141,385 |
GOLDMAN SACHS3 years Filed as: ALGORITHMIC CAPITAL PARTNERS, LLC Service code 27 1731 RANDOLF ROAD · SCHENCECTADY, NY 12308 | Advisory (Plan) | $66,251 |
TRADESTATION SECURITIES1 year Filed as: TRADE STATION Service code 27 · EIN 65-0607814 | Advisory (Plan) | $20,027 |
CIUNI & PANICHI, INC.8 years Service code 10 · EIN 34-1322309 | Accounting | $18,870 |
JACKSON HOLE TRUST COMPANY4 years Service code 21 · EIN 27-5445666 | Bank Trustee | $13,888 |
BENEFIT TRUST COMPANY9+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $7,985 |
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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 | $75,644-100.0% | $106,128-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 14.33% | 7.25%+7.1pp | 5.16%+9.2pp | 8.21%+6.1pp |
| Employer contribution / active EE | $2,775 | $13,308-79.1% | $26,446-89.5% | $13,837-79.9% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |