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| Provider | Service type | Compensation |
|---|---|---|
EXETER TRUST COMPANY9 years Service code 19 · EIN 02-0476209 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Securities Custodian | $178,938 |
USI CONSULTING GROUP10+ years Filed as: USI CONSULTING GROUP, INC. Service code 11 · EIN 06-1053228 95 GLASTONBURY BOULEVARD STE 102 · GLASTONBURY, CT 06033 | Actuarial | $59,855 |
DAVIS, WARD & HOCHMAN, LLP10+ years Service code 10 · EIN 20-0494412 150 EAST 58TH STREET 20TH FLOOR · NEW YORK, NY 10155 | Accounting | $30,316 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 0.0%0pp | 2.9%-2.9pp |
| Annual return | 8.42% | 8.39%0pp | 31.38%-23.0pp | 8.39%0pp |
| Employer contribution / active EE | $5,652 | $18,340-69.2% | $24,632-77.1% | $18,340-69.2% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $181-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |