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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP,INC Service code 11 · EIN 06-1053228 | Actuarial | $184,446 |
Filed as: MCKINLEY CARTER Service code 21 · EIN 55-2111721 | Bank Trustee | $58,073 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,697 |
KIECKHAFER SCHIFFER LLP1 year Service code 10 · EIN 81-5052000 | Accounting | $22,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $281,394-100.0% | $270,125-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 44.3%-44.3pp | 35.7%-35.7pp | 44.5%-44.5pp |
| Annual return | -14.20% | -41.92%+27.7pp | -38.86%+24.7pp | -14.65%+0.5pp |
| Employer contribution / active EE | $0 | $40,095-100.0% | $37,752-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,582-100.0% |