Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP9+ years Service code 11 · EIN 13-4032401 | Actuarial | $66,923 |
FOX ROTHSCHILD LLP1 year Filed as: FOX ROTHSCHILD Service code 29 · EIN 23-1404723 | Legal | $31,280 |
THE BANK OF NEW YORK MELLON6 years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $17,329 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 28 · EIN 13-5674085 | Investment Management | $16,092 |
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 | $93,040-100.0% | $148,078-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 5.4%-5.4pp | 43.9%-43.9pp |
| Annual return | -2.22% | 3.91%-6.1pp | 6.78%-9.0pp | 13.05%-15.3pp |
| Employer contribution / active EE | $0 | $35,643-100.0% | $25,155-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $31,074-100.0% |