Filed July 7, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP5+ years Service code 11 · EIN 06-1053228 | Actuarial | $80,255 |
SHEPHERD KAPLAN LLC5+ years Service code 27 · EIN 83-0368447 | Advisory (Plan) | $52,158 |
AETNA LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $7,775 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $75,924-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 52.9%-52.9pp | 1.7%-1.7pp |
| Annual return | -4.66% | 627.08%-631.7pp | 6.78%-11.4pp | 627.08%-631.7pp |
| Employer contribution / active EE | $0 | $18,824-100.0% | $28,542-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $418-100.0% | $763-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,754-100.0% | $1,923-100.0% |