Filed February 24, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY5+ years Filed as: U.S. TRUST Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $335,632 |
USI CONSULTING GROUP5+ years Service code 11 · EIN 06-1053228 | Actuarial | $198,550 |
PICCERELLI, GILSTEIN & CO5+ years Service code 10 · EIN 05-0353162 | Accounting | $44,946 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $341,093,897-100.0% | $50,635-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 19.63% | 53.17%-33.5pp | 18.06%+1.6pp | 21.83%-2.2pp |
| Employer contribution / active EE | $1,857 | $14,715-87.4% | $30,411-93.9% | $12,237-84.8% |
| Participant deferral / active EE | $0 | $65-100.0% | $40-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,675-100.0% | $1,551,325-100.0% |