Filed February 24, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Service code 11 · EIN 06-1053228 | Actuarial | $249,064 |
LT TRUST COMPANY1+ years Filed as: U.S. TRUST Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $223,191 |
PICCERELLI, GILSTEIN & CO1+ years Service code 10 · EIN 05-0353162 | Accounting | $39,843 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $96,302-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | 1.58% | 0.61%+1.0pp | -2.90%+4.5pp | 1.67%-0.1pp |
| Employer contribution / active EE | $14,892 | $9,133+63.1% | $27,990-46.8% | $10,506+41.7% |
| Participant deferral / active EE | $0 | $146-100.0% | $137-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $519-100.0% | $66,276-100.0% |