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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,759 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $14,885 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,243 | $78,562+7.2% | $105,608-20.2% | $74,429+13.2% |
| Participation rate | 77.5% | 72.8%+4.7pp | 75.3%+2.2pp | 67.2%+10.3pp |
| Annual return | 9.12% | 15.94%-6.8pp | 116.50%-107.4pp | 1368.38%-1359.3pp |
| Employer contribution / active EE | $934 | $2,521-63.0% | $3,167-70.5% | $2,625-64.4% |
| Participant deferral / active EE | $3,816 | $4,321-11.7% | $5,010-23.8% | $4,348-12.3% |
| Admin fee / account holder | $178 | $2,217-92.0% | $11,028-98.4% | $1,944-90.8% |