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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3+ years Service code 11 · EIN 06-1053228 | Actuarial | $147,780 |
Filed as: MCKINLEY CARTER Service code 21 · EIN 55-2111721 | Bank Trustee | $111,990 |
ARNETT CARBIS TOOTHMAN LLP3+ years Service code 10 · EIN 55-0486667 | Accounting | $22,250 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $212,470-100.0% | $428,620-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 52.4%-52.4pp | 46.0%-46.0pp | 47.4%-47.4pp |
| Annual return | 15.44% | 21.43%-6.0pp | 20.73%-5.3pp | 12.16%+3.3pp |
| Employer contribution / active EE | $66,211 | $39,472+67.7% | $36,503+81.4% | $44,747+48.0% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,476-100.0% | $7,495-100.0% | $17,640-100.0% |