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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Service code 11 · EIN 06-1053228 | Actuarial | $38,650 |
XPYRIA INVESTMENT ADVISORS10+ years Service code 28 · EIN 25-1635188 | Investment Management | $26,645 |
CENTRAL DATA SERVICES10+ years Service code 13 · EIN 25-1352803 | Contract Administrator | $23,000 |
MEYER, UNKOVIC & SCOTT3 years Filed as: MEYER UNKOVIC Service code 29 · EIN 25-4009021 | Legal | $20,202 |
Filed as: KOZICKI HUGHES TICKERHOOF Service code 10 · EIN 55-0526247 | Accounting | $9,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $53-100.0% | $160,039-100.0% | $33,981-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 21.3%-21.3pp | 15.3%-15.3pp |
| Annual return | -2.29% | 13.16%-15.5pp | 9.15%-11.4pp | 9.75%-12.0pp |
| Employer contribution / active EE | $6,953 | $9,107-23.7% | $26,409-73.7% | $13,830-49.7% |
| Participant deferral / active EE | $0 | $0 | $266-100.0% | $110-100.0% |
| Admin fee / account holder | $0 | $0 | $1,701-100.0% | $2,810-100.0% |