Filed February 24, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY6+ years Filed as: U.S. TRUST Service code 18 · EIN 04-1867445 | Custodial (other than securities); In... | $358,135 |
USI CONSULTING GROUP6+ years Service code 11 · EIN 06-1053228 | Actuarial | $214,362 |
PICCERELLI, GILSTEIN & CO6+ years Service code 10 · EIN 05-0353162 | Accounting | $49,706 |
Filed as: CBIZ MHM, LLC Service code 17 · EIN 22-2769024 | Pension Consulting | $5,000 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 2.53% | 12.05%-9.5pp | 793.01%-790.5pp | 12.86%-10.3pp |
| Employer contribution / active EE | $11,988 | $21,947-45.4% | $27,004-55.6% | $13,687-12.4% |
| Participant deferral / active EE | $0 | $0 | $154-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |