Filed January 1, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Service code 11 · EIN 06-1053228 | Actuarial | $60,851 |
ASCENSUS LLC9 years Filed as: CAP FINANCIAL, LLC Service code 27 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $20,677 |
MALONEY & NOVOTNY LLC1 year Filed as: MALONEY + NOVOTNY Service code 10 · EIN 34-0677006 | Accounting | $17,600 |
PNC BANK, N.A.10+ years Filed as: PNC Service code 21 1900 E. 9TH STREET · CLEVELAND, OH 44114 | Bank Trustee | $12,873 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $349,454-100.0% | $250,061-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 46.9%-46.9pp | 46.0%-46.0pp | 43.7%-43.7pp |
| Annual return | 2.61% | 7.41%-4.8pp | 7.82%-5.2pp | 13.05%-10.4pp |
| Employer contribution / active EE | $58,707 | $40,226+45.9% | $31,823+84.5% | $37,652+55.9% |
| Participant deferral / active EE | $0 | $170-100.0% | $365-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $31,499-100.0% | $18,503-100.0% | $31,365-100.0% |