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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $70,601 |
BOND BROTHERS2+ years Filed as: BOND BEEBE, P.C. Service code 10 · EIN 52-1044197 | Accounting | $26,200 |
MARCO CONSULTING GROUP2+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $22,390 |
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 | Investment Management | $8,147 |
AMALGAMATED BANK2+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 · EIN 36-0721895 | Investment Management | $1,840 |
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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 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 7.61% | 5.68%+1.9pp | 4.74%+2.9pp | 4.56%+3.0pp |
| Employer contribution / active EE | $20,520 | $16,243+26.3% | $36,089-43.1% | $15,526+32.2% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |