Filed December 13, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP INC Service code 11 · EIN 13-4032401 | Actuarial | $164,373 |
Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 28 · EIN 26-4310844 | Investment Management | $160,738 |
Service code 13 · EIN 13-3124172 | Contract Administrator | $20,919 |
WEAVER LLP1 year Filed as: BUCHBINDER TUNICK AND COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $16,500 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | -30.05% | 10.93%-41.0pp | 10.16%-40.2pp | 13.95%-44.0pp |
| Employer contribution / active EE | $11,939 | $10,209+16.9% | $33,192-64.0% | $16,598-28.1% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |