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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC5 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $178,677 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 28 · EIN 22-1211670 | Investment Management | $150,736 |
ARTY COHN & FEUER LC7+ years Service code 10 · EIN 59-0718930 | Accounting | $104,632 |
AMALGAMATED BANK2 years Service code 19 · EIN 13-4920330 | Securities Custodian | $38,072 |
SUGARMAN & SUSSKIND PA4 years Service code 29 · EIN 59-2539792 | Legal | $33,345 |
ELISE DIXON1 year Service code 30 · EIN 59-6130114 | Employee (plan) | $30,625 |
CORLISS SELLERS1 year Service code 30 · EIN 59-6130114 | Employee (plan) | $26,190 |
US BANK4 years Filed as: US BANK NATIONAL ASSOCIATION Service code 13 · EIN 31-0841368 | Contract Administrator | $15,782 |
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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 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -12.45% | -13.54%+1.1pp | 22.50%-35.0pp | 23.41%-35.9pp |
| Employer contribution / active EE | $7,658 | $14,842-48.4% | $33,849-77.4% | $12,650-39.5% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |