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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3+ years Service code 11 · EIN 13-4032401 | Actuarial | $93,918 |
LOEB1 year Filed as: LOEB AND TROPER LLP Service code 10 · EIN 13-1517563 | Accounting | $17,500 |
Filed as: AXA EQUITABLE Service code 28 · EIN 13-5570651 | Investment Management | $340 |
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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 | $44,091-100.0% | $180,484-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 4.5%-4.5pp |
| Annual return | 16.87% | 18.28%-1.4pp | 10.53%+6.3pp | 13.95%+2.9pp |
| Employer contribution / active EE | $0 | $11,746-100.0% | $29,360-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $174-100.0% | $54-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,273-100.0% | $612-100.0% |