Filed February 24, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY3+ years Filed as: U.S. TRUST Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $317,537 |
USI CONSULTING GROUP3+ years Service code 11 · EIN 06-1053228 | Actuarial | $172,489 |
PICCERELLI, GILSTEIN & CO3+ years Service code 10 · EIN 05-0353162 | Accounting | $59,732 |
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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 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 12.19% | 35.86%-23.7pp | 10.53%+1.7pp | 17.84%-5.6pp |
| Employer contribution / active EE | $16,181 | $23,588-31.4% | $29,360-44.9% | $14,688+10.2% |
| Participant deferral / active EE | $0 | $317-100.0% | $54-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |