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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Service code 11 · EIN 06-1053228 | Actuarial | $31,780 |
DAVID ROMANO8 years Filed as: DAVID SMITH Service code 20 300 WEST VINE STREET · LEXINGTON, KY 40507 | Trustee (individual) | $21,000 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $7,185 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 13-2638166 1000 HARBOR BLVD. · WEEHAWKEN, NJ 07086 | Advisory (Participants) | $5,001 |
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $75,644-100.0% | $106,128-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 7.98% | 7.25%+0.7pp | 5.16%+2.8pp | 8.21%-0.2pp |
| Employer contribution / active EE | $5,875 | $13,308-55.9% | $26,446-77.8% | $13,837-57.5% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |