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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP8+ years Service code 11 · EIN 13-4032401 | Actuarial | $468,217 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 28 · EIN 13-5674085 | Investment Management | $71,090 |
Filed as: BENEFIT CONSULTING GROUP Service code 29 · EIN 23-2383285 | Legal | $42,000 |
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $39,236 |
Filed as: POINT OLEMA U.S. VENTURE CAP Service code 72 · EIN 84-2408314 | Other investment fees and expenses | $0 |
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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.
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 | $89,087-100.0% | $80,293-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.6%-5.6pp | 55.9%-55.9pp |
| Annual return | -0.15% | 16.55%-16.7pp | 15.31%-15.5pp | 24.44%-24.6pp |
| Employer contribution / active EE | $0 | $42,466-100.0% | $28,686-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $112-100.0% | $126-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $411-100.0% | $456-100.0% | $22,013-100.0% |