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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $87,304 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTANTS Service code 27 · EIN 36-3555078 | Advisory (Plan) | $79,831 |
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 | Investment Management | $33,717 |
BOND BROTHERS1+ years Filed as: BOND BEEBE, P.C. Service code 10 · EIN 52-1044197 | Accounting | $25,125 |
AMALGAMATED BANK1+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $2,319 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -0.13% | -1.13%+1.0pp | -0.81%+0.7pp | 2.81%-2.9pp |
| Employer contribution / active EE | $0 | $14,981-100.0% | $38,425-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |