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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC6 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $156,709 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 28 · EIN 22-1211670 | Investment Management | $149,853 |
ARTY COHN & FEUER LC8+ years Service code 10 · EIN 59-0718930 | Accounting | $113,999 |
SUGARMAN & SUSSKIND PA1 year Filed as: SUGARMAN SUSSKIND BRASWELL & HERRER Service code 29 · EIN 59-2539792 | Legal | $70,710 |
ELISE DIXON2 years Service code 30 · EIN 59-6130114 | Employee (plan) | $38,870 |
LETICIA CHAVEZ1 year Filed as: LETICIA R. ZIVALICH Service code 30 · EIN 59-6130114 | Employee (plan) | $32,915 |
AMALGAMATED BANK3 years Service code 19 · EIN 13-4920330 | Securities Custodian | $27,282 |
US BANK5 years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $14,319 |
Service code 52 · EIN 30-0536163 | Indirect Investment Fees | $0 |
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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 | $13,363-100.0% | $7,193,366-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 16.7%-16.7pp | 2.2%-2.2pp |
| Annual return | 11.47% | 10.13%+1.3pp | 78.62%-67.2pp | 9.11%+2.4pp |
| Employer contribution / active EE | $7,752 | $13,162-41.1% | $31,646-75.5% | $12,231-36.6% |
| Participant deferral / active EE | $0 | $1,581-100.0% | $101-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $75,389-100.0% | $125-100.0% |