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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP9+ years Service code 12 · EIN 06-1053228 | Account maintenance fees; Redemption ... | $26,972 |
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 | $127,060 | $69,774+82.1% | $67,575+88.0% | $74,459+70.6% |
| Participation rate | 93.5% | 71.4%+22.1pp | 72.9%+20.5pp | 67.2%+26.2pp |
| Annual return | 16.80% | -40.53%+57.3pp | 3528.98%-3512.2pp | 1369.70%-1352.9pp |
| Employer contribution / active EE | $7,941 | $2,710+193.0% | $2,736+190.3% | $2,626+202.4% |
| Participant deferral / active EE | $7,165 | $3,636+97.0% | $4,003+79.0% | $4,350+64.7% |
| Admin fee / account holder | $105 | $890-88.2% | $3,993-97.4% | $1,945-94.6% |