Filings through .
Filed June 8, 2009
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 |
|---|---|---|
Filed as: USI CONSULTING GROUP Service code 12 · EIN 06-1053228 | Participant loan processing; Valuatio... | $2,970 |
10 funds of $250K or more; 12 lines in all, holding $38.7M of the plan's $38.8M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: T. Rowe Price Retirement, mutual fund, 95% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $36.6M | 94.6% |
| Cash Surrender Value of Life Insurance Policies Northwestern Mutual Northwestern Mutual · Insurance contract | $1.2M | 3.1% |
| Alliance Bernstein Large Cap Growth A AllianceBernstein · Other | $538K | 1.4% |
| Invesco Invesco · Mutual fund Possible retail class A | $68K | 0.2% |
| Pioneer U.S. Government Money Market Fund Victory Capital · Money market | $63K | 0.2% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $46K | 0.1% |
| MFS International Growth Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $44K | 0.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $36K | <0.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $27K | <0.1% |
| MFS Mid Cap Value Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $26K | <0.1% |
Added 1 fund, dropped 4 funds.
| Fund | Year-end value |
|---|---|
| AddedT. Rowe Price Retirement 2035 Fund-R Class | $36.6M |
| DroppedFidelity Puritan Fund | $15.2M |
| DroppedFidelity Blue Chip Growth Fund | $15.0M |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.