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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3+ years Service code 11 · EIN 06-1053228 | Actuarial | $196,455 |
USI CONSULTING GROUP3+ years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $58,696 |
THE BANK OF NEW YORK MELLON3+ years Filed as: THE BANK OF NY MELLON CORPORATION Service code 52 · EIN 13-2614959 | Indirect Investment Fees | $57,169 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Direct payment from the plan; Trustee... | $7,859 |
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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 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | 6.05% | -2.48%+8.5pp | -102.04%+108.1pp | 0.19%+5.9pp |
| Employer contribution / active EE | $18,611 | $7,648+143.4% | $36,232-48.6% | $13,763+35.2% |
| Participant deferral / active EE | $0 | $27-100.0% | $48-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |