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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP8+ years Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $23,913 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $48 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,295 | $65,582+72.8% | $64,097+76.8% | $71,529+58.4% |
| Participation rate | 90.7% | 73.2%+17.6pp | 72.3%+18.4pp | 67.9%+22.8pp |
| Annual return | 12.70% | 18.96%-6.3pp | 33.75%-21.0pp | 28.97%-16.3pp |
| Employer contribution / active EE | $7,122 | $2,671+166.7% | $2,750+159.0% | $2,590+175.0% |
| Participant deferral / active EE | $6,090 | $3,628+67.9% | $3,881+56.9% | $4,291+41.9% |
| Admin fee / account holder | $61 | $616-90.1% | $3,070-98.0% | $1,588-96.2% |