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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Service code 11 · EIN 34-1213174 1660 WEST SECOND STREET, SUITE 900 · CLEVELAND, OH 44113 | Actuarial | $14,895 |
MATRIX TRUST COMPANY1 year Service code 27 | Advisory (Plan) | $8,018 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,833-100.0% | $136,833-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 15.4%-15.4pp | 12.5%-12.5pp | 34.1%-34.1pp |
| Annual return | 0.00% | -4.47%+4.5pp | -1.97%+2.0pp | 13.02%-13.0pp |
| Employer contribution / active EE | $0 | $22,284-100.0% | $19,908-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $62-100.0% |
| Admin fee / account holder | $0 | $5,412-100.0% | $5,412-100.0% | $39,117-100.0% |