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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP10+ years Service code 12 · EIN 06-1053228 | Trustee (directed); Distribution (12b... | $3,579 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $48 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,337 | $84,045+61.0% | $77,361+74.9% | $69,255+95.4% |
| Participation rate | 59.0% | 71.8%-12.8pp | 75.0%-15.9pp | 69.0%-10.0pp |
| Annual return | 11.94% | 12.46%-0.5pp | 1011.54%-999.6pp | 26.73%-14.8pp |
| Employer contribution / active EE | $5,406 | $2,954+83.0% | $2,990+80.8% | $2,645+104.4% |
| Participant deferral / active EE | $4,607 | $3,349+37.5% | $3,911+17.8% | $2,890+59.4% |
| Admin fee / account holder | $87 | $239-63.7% | $5,894-98.5% | $733-88.2% |