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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4+ years Filed as: BURKE GROUP Service code 11 · EIN 80-0688755 | Actuarial | $45,638 |
Filed as: VANTAGE INVESTMENT ADVISORS LLC Service code 51 · EIN 25-1859905 | Investment Mgmt Fees | $31,111 |
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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 | $37,288-100.0% | $436,953-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 44.2%-44.2pp | 4.7%-4.7pp |
| Annual return | 0.48% | -2.51%+3.0pp | -102.04%+102.5pp | -0.69%+1.2pp |
| Employer contribution / active EE | $3,781 | $11,346-66.7% | $36,232-89.6% | $16,786-77.5% |
| Participant deferral / active EE | $0 | $324-100.0% | $48-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $12,721-100.0% | $124-100.0% |