Filed July 7, 2023 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Service code 11 · EIN 06-1053228 | Actuarial | $45,667 |
SHEPHERD KAPLAN LLC1+ years Service code 27 · EIN 83-0368447 | Advisory (Plan) | $39,858 |
AETNA LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $13,069 |
MORIARTY & PRIMACK1+ years Filed as: MORIARTY AND PRIMACK Service code 10 · EIN 04-3191789 | Accounting | $9,165 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 04-3523567 | Securities Custodian | $7,308 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $81,476-100.0% | $110,523-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 47.6%-47.6pp | 3.6%-3.6pp |
| Annual return | -4.15% | 3.06%-7.2pp | 1.69%-5.8pp | 11.88%-16.0pp |
| Employer contribution / active EE | $18,228 | $10,157+79.5% | $24,295-25.0% | $14,612+24.7% |
| Participant deferral / active EE | $0 | $1,282-100.0% | $1,031-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $4,059-100.0% | $1,392-100.0% | $637-100.0% |