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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: FINDLEY, A DIVISION OF USI Service code 11 · EIN 06-1053228 | Actuarial | $32,509 |
DAVID ROMANO4 years Filed as: DAVID SMITH Service code 20 300 WEST VINE STREET · LEXINGTON, KY 40507 | Trustee (individual) | $12,353 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $7,158 |
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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 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 12.19% | 9.93%+2.3pp | -2.84%+15.0pp | 9.29%+2.9pp |
| Employer contribution / active EE | $3,616 | $11,565-68.7% | $33,329-89.1% | $15,168-76.2% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |