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| Provider | Service type | Compensation |
|---|---|---|
EXETER TRUST COMPANY5 years Service code 19 · EIN 02-0476209 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Securities Custodian | $176,478 |
USI CONSULTING GROUP6+ years Filed as: USI CONSULTING GROUP, INC. Service code 11 · EIN 06-1053228 95 GLASTONBURY BOULEVARD STE 102 · GLASTONBURY, CT 06033 | Actuarial | $59,620 |
DAVIS, WARD & HOCHMAN, LLP6+ years Service code 10 · EIN 20-0494412 150 EAST 58TH STREET 20TH FLOOR · NEW YORK, NY 10155 | Accounting | $27,243 |
Filed as: STEARNS WEAVER MILLER WEISSLER A&S Service code 29 · EIN 59-2126062 150 WEST FLAGLER STREET · MIAMI, FL 33130 | Legal | $10,300 |
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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 | $82,186-100.0% | $490,804-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 3.6%-3.6pp |
| Annual return | 16.45% | 30.31%-13.9pp | 14.84%+1.6pp | 11.84%+4.6pp |
| Employer contribution / active EE | $3,995 | $21,473-81.4% | $37,950-89.5% | $17,339-77.0% |
| Participant deferral / active EE | $0 | $1,883-100.0% | $127-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $1-100.0% | $409-100.0% |