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 | $33,981-100.0% | $96,608-100.0% | $33,981-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 48.8%-48.8pp | 15.3%-15.3pp |
| Annual return | 5.27% | 9.75%-4.5pp | 5.63%-0.4pp | 9.75%-4.5pp |
| Employer contribution / active EE | $8,235 | $13,830-40.5% | $24,733-66.7% | $13,830-40.5% |
| Participant deferral / active EE | $0 | $110-100.0% | $689-100.0% | $110-100.0% |
| Admin fee / account holder | $0 | $2,810-100.0% | $16,781-100.0% | $2,810-100.0% |