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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Filed as: BURKE GROUP Service code 13 · EIN 16-1492611 | Contract Administrator | $83,028 |
DAVID B. HERRMANN, JR.2+ years Service code 29 | Legal | $68,199 |
WILLIAM BLAIR2+ years Filed as: WILLIAM OCHOCINSKI Service code 30 | Employee (plan) | $46,755 |
COMPLIANCE VERIFICATION1 year Filed as: COMPLIANCE SYSTEMS, INC. Service code 13 | Contract Administrator | $19,300 |
MICHELLE OCHOCINSKI2+ years Service code 30 | Employee (plan) | $18,287 |
WATERFORD ADVISORS2+ years Service code 10 · EIN 16-1543527 | Accounting | $12,305 |
Filed as: RAYMOND MORGAN, JR. Service code 30 | Employee (plan) | $11,016 |
EFPR GROUP, CPAS, PLLC1 year Filed as: EFPR GROUP, CPA'S, PLLC Service code 10 · EIN 47-4526160 | Accounting | $8,900 |
SOFTPATH, INC.2+ years Service code 16 · EIN 16-1502471 | Consulting | $7,102 |
CHRISTINE KING2+ years Filed as: CHRISTINE CHRISTOPHER Service code 30 | Employee (plan) | $6,602 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,802-100.0% | $133,975-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 85.5%-85.5pp | 87.1%-87.1pp | 70.2%-70.2pp |
| Annual return | 4.52% | 13.51%-9.0pp | 29.29%-24.8pp | 5.13%-0.6pp |
| Employer contribution / active EE | $871 | $3,161-72.5% | $5,211-83.3% | $1,974-55.9% |
| Participant deferral / active EE | $1,302 | $4,606-71.7% | $6,282-79.3% | $3,061-57.4% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |