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| Provider | Service type | Compensation |
|---|---|---|
Filed as: USI CONSULTING GROUP Service code 11 · EIN 05-1053228 | Actuarial | $58,341 |
Service code 10 · EIN 05-0409384 | Accounting | $16,353 |
Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $12,195 |
BNY MELLON11+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $9,649 |
2 funds of $250K or more; 4 lines in all, holding $5.4M of the plan's $5.4M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.8M | 52.1% |
| T. Rowe Price Institutional Long Duration Credit Fund T. Rowe Price · Mutual fund | $2.3M | 42.4% |
| Vanguard Long-Term Treasury Index Fund Admiral Shares Vanguard · Mutual fund Index | $205K | 3.8% |
| Federated Hermes Government Obligations Fund Premier Shares Federated Hermes · Mutual fund | $89K | 1.7% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Bill Beck, Ea Usi Consulting Group Schedule SB | Schedule SB | Pro |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.