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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Service code 15 · EIN 06-1053228 | Recordkeeping | $6,395 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $72 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,632 | $52,467+55.6% | $57,196+42.7% | $55,167+48.0% |
| Participation rate | 94.7% | 75.8%+18.9pp | 75.3%+19.4pp | 69.0%+25.7pp |
| Annual return | 0.36% | 7.72%-7.4pp | 14.59%-14.2pp | 169.23%-168.9pp |
| Employer contribution / active EE | $6,340 | $2,477+155.9% | $2,683+136.3% | $1,963+223.0% |
| Participant deferral / active EE | $5,683 | $2,830+100.8% | $3,096+83.5% | $3,054+86.1% |
| Admin fee / account holder | $17 | $269-93.8% | $3,141-99.5% | $504-96.7% |