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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Filed as: USI CONSULTING GRP Service code 12 · EIN 06-1053228 | Redemption fees; Valuation (appraisal... | $95,419 |
MCCARTHY CALLAS & FEENEY PC4 years Filed as: MCCARTHY & PREECE PLLC Service code 29 · EIN 84-3667887 | Legal | $36,000 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 | Accounting | $20,000 |
ANDREW FAIR, ESQ.1 year Service code 20 · EIN 20-3322400 | Direct payment from the plan; Trustee... | $14,400 |
DICKINSON WRIGHT PLLC4 years Filed as: DICKINSON GROUP LLC Service code 28 · EIN 20-1241472 | Investment Management | $14,316 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,359 | $59,054-63.8% | $97,260-78.0% | $77,736-72.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 72.7%+27.3pp | 70.6%+29.4pp |
| Annual return | 11.66% | 16.96%-5.3pp | 75.54%-63.9pp | 31.26%-19.6pp |
| Employer contribution / active EE | $4,010 | $1,742+130.2% | $2,721+47.3% | $2,728+47.0% |
| Participant deferral / active EE | $543 | $3,930-86.2% | $4,262-87.3% | $4,651-88.3% |
| Admin fee / account holder | $193 | $346-44.1% | $5,640-96.6% | $433-55.4% |