Filed July 8, 2026
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP10+ years Service code 12 · EIN 06-1053228 | Redemption fees; Recordkeeping and in... | $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 | $93,351+45.0% | $62,929+115.1% | $79,634+69.9% |
| Participation rate | 59.0% | 74.6%-15.6pp | 73.1%-14.1pp | 62.5%-3.5pp |
| Annual return | 11.94% | 14.37%-2.4pp | 1063.93%-1052.0pp | 36.46%-24.5pp |
| Employer contribution / active EE | $5,406 | $3,135+72.5% | $2,505+115.8% | $2,529+113.7% |
| Participant deferral / active EE | $4,607 | $3,921+17.5% | $3,888+18.5% | $3,835+20.1% |
| Admin fee / account holder | $87 | $229-62.1% | $5,065-98.3% | $1,002-91.3% |