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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 56-0223230 | Securities Custodian | $118,820 |
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $46,778 |
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Employer contribution per participant 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 | $42,600-100.0% | $227,282-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 35.4%-35.4pp | 3.6%-3.6pp |
| Annual return | 13.08% | 10.11%+3.0pp | 10.75%+2.3pp | 11.84%+1.2pp |
| Employer contribution / active EE | $1,580 | $14,976-89.4% | $35,170-95.5% | $17,339-90.9% |
| Participant deferral / active EE | $0 | $126-100.0% | $82-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $4,611-100.0% | $409-100.0% |