Filed August 14, 1995
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 GROUP1 year Service code 22 · EIN 06-1053228 | Insurance Broker | $160,000 |
Service code 13 · EIN 04-1590850 | Contract Administrator | $68,900 |
Filed as: BUCHANAN INGERSOLL AND ROONEY PC Service code 29 · EIN 25-1381303 | Legal | $9,754 |
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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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 6.24% | 17.94%-11.7pp | 5.44%+0.8pp | 7.18%-0.9pp |
| Employer contribution / active EE | $8,651 | $12,263-29.5% | $25,481-66.1% | $13,095-33.9% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |