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| Provider | Service type | Compensation |
|---|---|---|
ARTY COHN & FEUER LC4+ years Service code 10 · EIN 59-0718930 | Accounting | $141,329 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $132,711 |
BUCK GLOBAL, LLC2 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $79,181 |
EDWIN STEWART4+ years Service code 30 · EIN 59-6130114 | Employee (plan) | $37,317 |
SUGARMAN & SUSSKIND PA1 year Service code 29 · EIN 59-2539792 | Legal | $13,022 |
Filed as: KRAVITZ TALAMO & LEYTON LLP Service code 29 · EIN 11-3720526 | Legal | $12,128 |
US BANK1 year Filed as: US BANK NATIONAL ASSOCIATION Service code 13 · EIN 31-0841368 | Contract Administrator | $7,338 |
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Annual investment return 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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 2.22% | 14.29%-12.1pp | 14.64%-12.4pp | 21.83%-19.6pp |
| Employer contribution / active EE | $8,045 | $12,083-33.4% | $41,831-80.8% | $12,237-34.3% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |