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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 | $79,278-100.0% | $79,278-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 7.7%-7.7pp | 27.7%-27.7pp |
| Annual return | 0.00% | -0.76%+0.8pp | 0.87%-0.9pp | 15.59%-15.6pp |
| Employer contribution / active EE | $0 | $17,429-100.0% | $17,293-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $83-100.0% |
| Admin fee / account holder | $0 | $20-100.0% | $20-100.0% | $21,009-100.0% |