Filed July 7, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SHEPHERD KAPLAN LLC8+ years Service code 27 · EIN 83-0368447 | Advisory (Plan) | $63,550 |
USI CONSULTING GROUP8+ years Service code 11 · EIN 06-1053228 | Actuarial | $60,242 |
MP P.C.5 years Filed as: MORIARTY & PRIMACK, P.C. Service code 10 · EIN 04-3191789 | Accounting | $10,560 |
AETNA LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $10,518 |
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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 | $46,787-100.0% | $186,774-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 55.8%-55.8pp | 12.4%-12.4pp |
| Annual return | 8.56% | 7.12%+1.4pp | 7.78%+0.8pp | 9.89%-1.3pp |
| Employer contribution / active EE | $7,145 | $10,929-34.6% | $32,517-78.0% | $14,313-50.1% |
| Participant deferral / active EE | $0 | $836-100.0% | $504-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $4,433-100.0% | $3,044-100.0% | $9,084-100.0% |