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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP5+ years Service code 11 · EIN 06-1053228 | Actuarial | $140,095 |
Filed as: MCKINLEY CARTER Service code 21 · EIN 55-2111721 | Bank Trustee | $88,923 |
Filed as: ARNETT CARBIS TOOTHMAN Service code 10 · EIN 55-0486667 | Accounting | $18,757 |
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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 | $239,436-100.0% | $227,282-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 42.0%-42.0pp | 35.4%-35.4pp | 37.6%-37.6pp |
| Annual return | 4.71% | 10.53%-5.8pp | 10.75%-6.0pp | 9.30%-4.6pp |
| Employer contribution / active EE | $0 | $37,404-100.0% | $35,165-100.0% | $43,746-100.0% |
| Participant deferral / active EE | $0 | $82-100.0% | $82-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,800-100.0% | $4,611-100.0% | $12,596-100.0% |