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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4+ years Service code 12 · EIN 06-1053228 | Account maintenance fees; Recordkeepi... | $12,810 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $48 |
TIAA3 years Filed as: TIAA-CREF Service code 62 · EIN 13-1624203 | Float revenue | $0 |
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 | $89,499 | $60,795+47.2% | $69,483+28.8% | $65,186+37.3% |
| Participation rate | 82.7% | 74.9%+7.8pp | 74.6%+8.1pp | 70.2%+12.5pp |
| Annual return | 5.43% | 17.46%-12.0pp | 28.99%-23.6pp | 29.39%-24.0pp |
| Employer contribution / active EE | $6,548 | $2,452+167.1% | $2,780+135.6% | $2,177+200.8% |
| Participant deferral / active EE | $5,570 | $3,162+76.2% | $3,537+57.5% | $3,514+58.5% |
| Admin fee / account holder | $32 | $314-89.8% | $3,841-99.2% | $847-96.2% |