Filed July 7, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SHEPHERD KAPLAN LLC7+ years Service code 27 · EIN 83-0368447 | Advisory (Plan) | $80,738 |
USI CONSULTING GROUP7+ years Service code 11 · EIN 06-1053228 | Actuarial | $62,126 |
MP P.C.4 years Filed as: MORIARTY & PRIMACK, P.C. Service code 10 · EIN 04-3191789 | Accounting | $9,678 |
AETNA LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $8,414 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,076-100.0% | $56,546-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 34.6%-34.6pp | 50.6%-50.6pp | 9.9%-9.9pp |
| Annual return | -13.22% | -11.57%-1.6pp | -11.22%-2.0pp | -5.25%-8.0pp |
| Employer contribution / active EE | $7,553 | $21,762-65.3% | $32,882-77.0% | $15,161-50.2% |
| Participant deferral / active EE | $0 | $1,047-100.0% | $579-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $669-100.0% | $1,473-100.0% | $3,859-100.0% |