Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP8 years Filed as: USI CONSULTING Service code 11 · EIN 06-1053228 | Actuarial | $35,527 |
LARRY MAGARIK, ESQ1 year Filed as: LARRY MAGARIK Service code 31 80 EIGHTH AVE., SUITE 901 · NEW YORK, NY 10011 | Direct payment from the plan; Named f... | $24,840 |
NOVAK FRANCELLA LLC2 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $13,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $340,936-100.0% | - | $340,936-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 31.0%-31.0pp |
| Annual return | 268.41% | 9.28%+259.1pp | 8.95%+259.5pp | 14.18%+254.2pp |
| Employer contribution / active EE | $0 | $32,268-100.0% | $31,121-100.0% | $33,339-100.0% |
| Participant deferral / active EE | $0 | $0 | $25-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $17,688-100.0% | - | $17,688-100.0% |