Filed July 7, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4+ years Service code 11 · EIN 06-1053228 | Actuarial | $56,439 |
SHEPHERD KAPLAN LLC4+ years Service code 27 · EIN 83-0368447 | Advisory (Plan) | $52,690 |
MP P.C.1 year Filed as: MORIARTY & PRIMACK, P.C. Service code 10 · EIN 04-3191789 | Accounting | $15,120 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 04-3523567 | Securities Custodian | $10,926 |
AETNA LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $7,600 |
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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 | $46,244-100.0% | $143,222-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 57.6%-57.6pp | 2.8%-2.8pp |
| Annual return | 2.02% | 16.32%-14.3pp | 8.97%-7.0pp | 16.32%-14.3pp |
| Employer contribution / active EE | $11,278 | $17,007-33.7% | $37,026-69.5% | $17,007-33.7% |
| Participant deferral / active EE | $0 | $406-100.0% | $1,023-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,546-100.0% | $127-100.0% |