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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 56-0223230 | Securities Custodian | $109,289 |
USI CONSULTING GROUP2 years Service code 11 · EIN 06-1053228 | Actuarial | $54,604 |
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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 | $33,234-100.0% | $267,477-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 24.1%-24.1pp | 35.5%-35.5pp | 5.6%-5.6pp |
| Annual return | -15.80% | -14.45%-1.3pp | -38.86%+23.1pp | 39.82%-55.6pp |
| Employer contribution / active EE | $1,493 | $14,058-89.4% | $37,752-96.0% | $19,980-92.5% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $16,942-100.0% | $62-100.0% |