Filed February 24, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY7+ years Filed as: U.S. TRUST Service code 18 · EIN 04-1867445 | Custodial (other than securities); In... | $673,416 |
USI CONSULTING GROUP7+ years Service code 11 · EIN 06-1053228 | Actuarial | $207,589 |
PICCERELLI, GILSTEIN & CO7+ years Service code 10 · EIN 05-0353162 | Accounting | $18,119 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $54,060-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.7%-0.7pp |
| Annual return | 16.74% | 11.91%+4.8pp | 36.37%-19.6pp | 13.24%+3.5pp |
| Employer contribution / active EE | $0 | $16,637-100.0% | $37,223-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $524-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $568-100.0% | $4,137-100.0% |