Filed October 26, 2023
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $29,969 |
KEY TRUST CO OF OHIO NA7+ years Service code 10 · EIN 34-6798132 | Accounting | $9,407 |
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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 | $157,324-100.0% | $151,098-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 20.8%-20.8pp | 16.3%-16.3pp | 37.6%-37.6pp |
| Annual return | 10.48% | 10.67%-0.2pp | 11.31%-0.8pp | 9.30%+1.2pp |
| Employer contribution / active EE | $24,750 | $42,039-41.1% | $35,729-30.7% | $43,748-43.4% |
| Participant deferral / active EE | $0 | $141-100.0% | $237-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $21,624-100.0% | $20,124-100.0% | $12,596-100.0% |