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| Provider | Service type | Compensation |
|---|---|---|
EXETER TRUST COMPANY4 years Service code 19 · EIN 02-0476209 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Securities Custodian | $152,484 |
USI CONSULTING GROUP5+ years Filed as: USI CONSULTING GROUP, INC. Service code 11 · EIN 06-1053228 95 GLASTONBURY BOULEVARD STE 102 · GLASTONBURY, CT 06033 | Actuarial | $63,870 |
DAVIS, WARD & HOCHMAN, LLP5+ years Service code 10 · EIN 20-0494412 150 EAST 58TH STREET 20TH FLOOR · NEW YORK, NY 10155 | Accounting | $27,243 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,534,422-100.0% | $353,945-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 1.7%-1.7pp |
| Annual return | 4.17% | 7.62%-3.5pp | 10.57%-6.4pp | 627.08%-622.9pp |
| Employer contribution / active EE | $4,349 | $18,841-76.9% | $29,483-85.2% | $18,824-76.9% |
| Participant deferral / active EE | $0 | $1,564-100.0% | $150-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $6,945-100.0% | $2,009-100.0% | $1,923-100.0% |