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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3+ years Service code 12 · EIN 06-1053228 | Distribution (12b-1) fees; Trustee (d... | $10,923 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
TIAA2 years Filed as: TIAA-CREF Service code 62 · EIN 13-1624203 | Float revenue | $0 |
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 | $92,559 | $55,002+68.3% | $59,899+54.5% | $56,289+64.4% |
| Participation rate | 99.3% | 75.9%+23.4pp | 74.7%+24.6pp | 69.9%+29.4pp |
| Annual return | 8.86% | 1.13%+7.7pp | 3.46%+5.4pp | -9.96%+18.8pp |
| Employer contribution / active EE | $7,085 | $2,448+189.4% | $2,723+160.2% | $2,111+235.6% |
| Participant deferral / active EE | $6,766 | $3,121+116.8% | $3,402+98.9% | $3,350+102.0% |
| Admin fee / account holder | $28 | $236-88.3% | $3,592-99.2% | $521-94.7% |