Filed July 7, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP10+ years Service code 11 · EIN 06-1053228 | Actuarial | $77,206 |
SHEPHERD KAPLAN LLC10+ years Service code 27 · EIN 83-0368447 | Advisory (Plan) | $46,386 |
AETNA LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $14,758 |
MP P.C.7 years Filed as: MORIARTY & PRIMACK, P.C. Service code 10 · EIN 04-3191789 | Accounting | $10,000 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $97,195-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 9.3%-9.3pp | 45.3%-45.3pp | 9.3%-9.3pp |
| Annual return | 5.27% | 9.76%-4.5pp | 5.08%+0.2pp | 9.76%-4.5pp |
| Employer contribution / active EE | $8,235 | $12,965-36.5% | $21,287-61.3% | $12,965-36.5% |
| Participant deferral / active EE | $0 | $143-100.0% | $803-100.0% | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $19,300-100.0% | $4,785-100.0% |