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| Provider | Service type | Compensation |
|---|---|---|
EXETER TRUST COMPANY7 years Service code 19 · EIN 02-0476209 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Securities Custodian | $162,091 |
USI CONSULTING GROUP8+ years Filed as: USI CONSULTING GROUP, INC. Service code 11 · EIN 06-1053228 95 GLASTONBURY BOULEVARD STE 102 · GLASTONBURY, CT 06033 | Actuarial | $45,915 |
DAVIS, WARD & HOCHMAN, LLP8+ years Service code 10 · EIN 20-0494412 150 EAST 58TH STREET 20TH FLOOR · NEW YORK, NY 10155 | Accounting | $28,590 |
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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.
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 | $28,425,075-100.0% | $7,193,366-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.4%-2.4pp |
| Annual return | 5.01% | 11.98%-7.0pp | 78.53%-73.5pp | 22.81%-17.8pp |
| Employer contribution / active EE | $3,039 | $19,973-84.8% | $31,607-90.4% | $18,290-83.4% |
| Participant deferral / active EE | $0 | $2,176-100.0% | $101-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $226,166-100.0% | $75,389-100.0% | $85,222-100.0% |