Filed April 29, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $71,028 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $59,048 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $7,698 |
BAKER TILLY US, LLP3 years Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 · EIN 75-2919818 | Accounting | $7,613 |
THE SEGAL COMPANY3 years Filed as: LAW OFFICES OF SCOTT D SEGAL Service code 29 · EIN 26-4445364 | Legal | $7,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$98,042 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $171,231 | $105,173+62.8% | $87,102+96.6% | $77,775+120.2% |
| Participation rate | 96.6% | 85.8%+10.8pp | 76.9%+19.7pp | 73.2%+23.3pp |
| Annual return | 19.67% | 24.52%-4.9pp | 28.19%-8.5pp | 32.58%-12.9pp |
| Employer contribution / active EE | $4,588 | $2,890+58.7% | $2,521+82.0% | $2,504+83.2% |
| Participant deferral / active EE | $7,470 | $5,048+48.0% | $4,048+84.5% | $3,966+88.4% |
| Admin fee / account holder | $40 | $105-61.4% | $7,493-99.5% | $100-59.6% |