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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Filed as: USI CONSULTING Service code 11 · EIN 06-1053228 | Actuarial | $47,412 |
Service code 29 · EIN 26-0873462 | Legal | $30,386 |
BERDON LLP4+ years Service code 10 · EIN 13-0485070 | Accounting | $18,000 |
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 | $354,213-100.0% | $568,132-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 44.0%-44.0pp | 21.0%-21.0pp | 47.4%-47.4pp |
| Annual return | -1.39% | 12.49%-13.9pp | 14.64%-16.0pp | 12.16%-13.6pp |
| Employer contribution / active EE | $0 | $52,238-100.0% | $41,831-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $219-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,274-100.0% | $36,942-100.0% | $17,640-100.0% |