Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3+ years Filed as: BURKE GROUP LLC Service code 50 · EIN 80-0688755 | Direct Payment | $114,974 |
Service code 17 | Pension Consulting | $15,000 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 13 · EIN 04-1590850 | Contract Administrator | $2,125 |
ARTISAN PARTNERS1 year Filed as: ARTISAN Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 84-1501338 | Indirect Investment Fees | $0 |
WESTMINSTER CONSULTING, LLC3+ years Service code 17 · EIN 45-3679779 | Pension Consulting | $0 |
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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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 13.31% | 79.68%-66.4pp | 16.78%-3.5pp | 23.90%-10.6pp |
| Employer contribution / active EE | $6,198 | $21,735-71.5% | $26,328-76.5% | $16,539-62.5% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |