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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP10+ years Service code 12 · EIN 06-1053228 | Participant loan processing; Redempti... | $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 | $86,795+55.9% | $67,681+100.0% | $64,728+109.1% |
| Participation rate | 59.0% | 71.7%-12.6pp | 73.7%-14.7pp | 57.9%+1.1pp |
| Annual return | 11.94% | 12.58%-0.6pp | 590.58%-578.6pp | 49.38%-37.4pp |
| Employer contribution / active EE | $5,406 | $2,837+90.5% | $2,678+101.8% | $2,243+141.1% |
| Participant deferral / active EE | $4,607 | $3,430+34.3% | $3,976+15.9% | $2,729+68.8% |
| Admin fee / account holder | $87 | $238-63.6% | $6,100-98.6% | $1,145-92.4% |