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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI Service code 11 · EIN 11-3809585 | Actuarial | $30,753 |
WELLS FARGO BANK, N.A.5 years Service code 21 · EIN 94-1347393 | Bank Trustee | $24,264 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $12,500 |
SARBEY, KELLY & KAUFMAN, LLC3 years Service code 10 · EIN 65-1014182 | Accounting | $10,092 |
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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 | $95,044-100.0% | $490,804-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 8.4%-8.4pp |
| Annual return | 15.64% | 13.11%+2.5pp | 14.84%+0.8pp | 18.35%-2.7pp |
| Employer contribution / active EE | $0 | $51,257-100.0% | $37,950-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $247-100.0% | $127-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $1-100.0% | $9,141-100.0% |