Filed February 24, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY2+ years Filed as: U.S. TRUST Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $196,586 |
USI CONSULTING GROUP2+ years Service code 11 · EIN 06-1053228 | Actuarial | $170,677 |
PICCERELLI, GILSTEIN & CO2+ years Service code 10 · EIN 05-0353162 | Accounting | $34,835 |
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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 | $381,942,733-100.0% | $169,917-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 0.0%0pp |
| Annual return | 8.57% | 28.71%-20.1pp | 7.98%+0.6pp | 9.19%-0.6pp |
| Employer contribution / active EE | $7,669 | $15,250-49.7% | $23,724-67.7% | $12,608-39.2% |
| Participant deferral / active EE | $0 | $156-100.0% | $53-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $636-100.0% | $2,655,710-100.0% |