Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Service code 11 · EIN 06-1053228 | Actuarial | $133,901 |
MATRIX TRUST COMPANY9+ years Filed as: MG TRUST CO D/B/A MATRIX TRUST Service code 21 · EIN 75-3182674 | Bank Trustee | $44,784 |
REHMANN ROBSON9+ years Filed as: REHMANN ROBSON LLC Service code 11 · EIN 38-3635706 | Actuarial | $26,415 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $169,426-100.0% | $163,428-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 15.9%-15.9pp | 12.4%-12.4pp |
| Annual return | 12.01% | 8.88%+3.1pp | 9.36%+2.7pp | 9.89%+2.1pp |
| Employer contribution / active EE | $3,502 | $15,976-78.1% | $31,270-88.8% | $14,313-75.5% |
| Participant deferral / active EE | $0 | $621-100.0% | $263-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $8,087-100.0% | $9,460-100.0% | $9,084-100.0% |