Filed March 7, 2003 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: FINDLEY, A DIVISION OF USI Service code 11 · EIN 06-1053228 | Actuarial | $35,492 |
CLEARSTEAD ADVISORS, LLC2+ years Filed as: CLEARSTEAD ADVISORS LLC Service code 16 · EIN 34-1597728 | Consulting | $27,287 |
PICKETT, CHANEY & MCMULLEN LLP2+ years Service code 10 · EIN 48-1246310 | Accounting | $7,550 |
US BANK2+ years Service code 13 · EIN 31-0841368 | Contract Administrator | $6,652 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $326,582-100.0% | $319,634-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 27.6%-27.6pp | 43.1%-43.1pp |
| Annual return | 10.18% | 204.13%-193.9pp | 175.18%-165.0pp | 259.19%-249.0pp |
| Employer contribution / active EE | $12,102 | $43,384-72.1% | $38,590-68.6% | $41,472-70.8% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,517-100.0% | $3,298-100.0% | $21,502-100.0% |