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| Provider | Service type | Compensation |
|---|---|---|
EXETER TRUST COMPANY6 years Service code 19 · EIN 02-0476209 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Securities Custodian | $176,946 |
USI CONSULTING GROUP7+ years Filed as: USI CONSULTING GROUP, INC. Service code 11 · EIN 06-1053228 95 GLASTONBURY BOULEVARD STE 102 · GLASTONBURY, CT 06033 | Actuarial | $83,750 |
DAVIS, WARD & HOCHMAN, LLP7+ 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 | $1,350 |
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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 | $46,984-100.0% | - | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 5.6%-5.6pp |
| Annual return | -10.80% | 93.59%-104.4pp | 22.50%-33.3pp | 39.77%-50.6pp |
| Employer contribution / active EE | $4,171 | $17,832-76.6% | $33,849-87.7% | $19,959-79.1% |
| Participant deferral / active EE | $0 | $1,653-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | - | $62-100.0% |