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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Service code 11 · EIN 06-1053228 | Actuarial | $46,526 |
AETNA LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $10,766 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 8.69% | 11.14%-2.4pp | 16.78%-8.1pp | 10.41%-1.7pp |
| Employer contribution / active EE | $4,279 | $14,043-69.5% | $26,328-83.7% | $14,691-70.9% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |