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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Service code 11 · EIN 06-1053228 | Actuarial | $47,643 |
WITHUMSMITH+BROWN, PC2 years Filed as: FROST BROWN TODD LLP Service code 29 · EIN 61-0722001 | Legal | $19,894 |
PNC BANK, N.A.10+ years Filed as: PNC BANK, NA Service code 19 · EIN 25-1211909 | Securities Custodian | $10,604 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $124,814-100.0% | $124,814-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 22.2%-22.2pp | 44.0%-44.0pp |
| Annual return | -58.40% | 8.43%-66.8pp | 10.54%-68.9pp | 13.05%-71.4pp |
| Employer contribution / active EE | $0 | $31,386-100.0% | $26,782-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $122-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $129-100.0% | $129-100.0% | $30,864-100.0% |