Filed July 7, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP9+ years Service code 11 · EIN 06-1053228 | Actuarial | $59,078 |
SHEPHERD KAPLAN LLC9+ years Service code 27 · EIN 83-0368447 | Advisory (Plan) | $51,600 |
MP P.C.6 years Filed as: MORIARTY & PRIMACK, P.C. Service code 10 · EIN 04-3191789 | Accounting | $31,875 |
AETNA LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $9,026 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,275-100.0% | $250,061-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 46.0%-46.0pp | 11.0%-11.0pp |
| Annual return | 4.16% | 8.93%-4.8pp | 7.82%-3.7pp | 8.21%-4.0pp |
| Employer contribution / active EE | $8,221 | $10,201-19.4% | $31,823-74.2% | $13,841-40.6% |
| Participant deferral / active EE | $0 | $958-100.0% | $365-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,259-100.0% | $18,503-100.0% | $1,652-100.0% |