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| Provider | Service type | Compensation |
|---|---|---|
USI INSURANCE SERVICES LLC9+ years Filed as: USI CONSULTING GROUP Service code 11 · EIN 06-1053228 | Actuarial | $176,998 |
MARCUM LLP6 years Filed as: MARCUM Service code 10 · EIN 11-1986323 | Accounting | $23,690 |
COMERICA BANK8 years Filed as: COMERICA Service code 21 · EIN 38-2028794 | Bank Trustee | $19,154 |
UBS FINANCIAL SERVICES INC8 years Filed as: UBS FINANCIAL SERVICES INC. Service code 70 · EIN 13-2638166 | Consulting Fees | $11,701 |
| Actuary | Schedule | Address, phone |
|---|---|---|
Jaime Packer Usi Consulting Group Schedule SB | Schedule SB | Pro |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.