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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC7 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $170,567 |
ARTY COHN & FEUER LC9+ years Service code 10 · EIN 59-0718930 | Accounting | $128,626 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 28 · EIN 22-1211670 | Investment Management | $127,951 |
SUGARMAN & SUSSKIND PA2 years Filed as: SUGARMAN SUSSKIND BRASWELL & HERRER Service code 29 · EIN 59-2539792 | Legal | $56,361 |
ELISE DIXON3 years Service code 30 · EIN 59-6130114 | Employee (plan) | $45,197 |
US BANK6 years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $18,469 |
AMALGAMATED BANK4 years Service code 19 · EIN 13-4920330 | Securities Custodian | $10,769 |
NB ALTERNATIVES ADVISERS LLC2 years Service code 52 · EIN 30-0536163 | Indirect Investment Fees | $0 |
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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 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 25.47% | 9.32%+16.2pp | 10.53%+14.9pp | 9.30%+16.2pp |
| Employer contribution / active EE | $9,014 | $14,511-37.9% | $26,797-66.4% | $12,551-28.2% |
| Participant deferral / active EE | $0 | $1,678-100.0% | $122-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |