Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Service code 11 · EIN 06-1053228 | Actuarial | $38,318 |
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES INC. Service code 19 · EIN 13-2638166 | Securities Custodian | $33,401 |
HHM CPAS3 years Filed as: HHM CPAS, LLP Service code 10 · EIN 46-5416249 | Accounting | $27,000 |
FIRST STATE TRUST COMPANY2 years Service code 19 · EIN 13-3124172 | Securities Custodian | $12,482 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $157,677-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 0.0%0pp |
| Annual return | 8.73% | 8.76%0pp | 8.41%+0.3pp | 8.76%0pp |
| Employer contribution / active EE | $2,490 | $16,650-85.0% | $41,333-94.0% | $16,650-85.0% |
| Participant deferral / active EE | $0 | $948-100.0% | $40-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $3,303-100.0% | - |