Filed April 24, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $69,814 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP, INC. Service code 11 · EIN 06-1053228 | Actuarial | $29,500 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $29,471 |
Service code 13 · EIN 53-0181291 | Contract Administrator | $10,129 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $52,198-100.0% | - | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 11.0%-11.0pp |
| Annual return | 8.97% | 7.00%+2.0pp | 4.95%+4.0pp | 8.21%+0.8pp |
| Employer contribution / active EE | $0 | $13,750-100.0% | $20,917-100.0% | $13,837-100.0% |
| Participant deferral / active EE | $0 | $186-100.0% | $188-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | - | $1,652-100.0% |