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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP5+ years Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $16,850 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $48 |
TIAA4 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 | $162,232 | $65,322+148.4% | $70,494+130.1% | $73,497+120.7% |
| Participation rate | 91.4% | 77.0%+14.4pp | 75.1%+16.3pp | 70.7%+20.7pp |
| Annual return | 4.49% | 15.71%-11.2pp | 109.16%-104.7pp | 28.51%-24.0pp |
| Employer contribution / active EE | $6,454 | $2,460+162.4% | $2,738+135.7% | $2,270+184.3% |
| Participant deferral / active EE | $6,036 | $3,375+78.9% | $3,711+62.7% | $3,740+61.4% |
| Admin fee / account holder | $73 | $214-65.9% | $3,848-98.1% | $513-85.8% |