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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6+ years Service code 11 · EIN 05-1053228 | Actuarial | $196,552 |
KEY BANK NATIONAL ASSOCIATION6+ years Filed as: KEY BANK Service code 13 · EIN 23-7036607 | Contract Administrator | $21,130 |
USI CONSULTING GROUP6+ years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $19,454 |
BKD, LLP6+ years Filed as: DIXON HUGHES GOODMAN LLC Service code 10 · EIN 56-0747981 | Accounting | $10,400 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $282,126-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 0.6%-0.6pp |
| Annual return | 13.81% | 11.02%+2.8pp | 1087.39%-1073.6pp | 11.45%+2.4pp |
| Employer contribution / active EE | $0 | $20,468-100.0% | $42,245-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $991-100.0% | $120-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,639-100.0% | $15,480-100.0% |