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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Service code 11 · EIN 22-2232264 | Actuarial | $24,221 |
WILLIAM VAUGHAN COMPANY2+ years Service code 10 · EIN 34-1145015 | Accounting | $10,175 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 16 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Consulting | $9,000 |
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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 | $138,977-100.0% | $151,941-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 31.6%-31.6pp | 10.6%-10.6pp | 45.6%-45.6pp |
| Annual return | 4.61% | 0.80%+3.8pp | 5.44%-0.8pp | 4.16%+0.5pp |
| Employer contribution / active EE | $18,122 | $37,563-51.8% | $25,481-28.9% | $42,918-57.8% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |