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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: BURKE GROUP, NOW PART OF USI Service code 11 · EIN 06-1053228 | Actuarial | $43,343 |
PNC BANK, N.A.10+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 25-1211909 | Bank Trustee | $38,191 |
DOPKINS & COMPANY, LLP4 years Filed as: DOPKINS & COMPANY Service code 10 · EIN 16-0929175 | Accounting | $14,500 |
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | 9.28% | 3.50%+5.8pp | 5.16%+4.1pp | 13.05%-3.8pp |
| Employer contribution / active EE | $0 | $33,977-100.0% | $26,446-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |