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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP10+ years Service code 12 · EIN 06-1053228 | Redemption fees; Recordkeeping and in... | $3,579 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $48 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,337 | $83,575+61.9% | $66,439+103.7% | $65,191+107.6% |
| Participation rate | 59.0% | 71.6%-12.6pp | 74.5%-15.5pp | 63.0%-4.0pp |
| Annual return | 11.94% | 12.38%-0.4pp | 757.66%-745.7pp | 51.24%-39.3pp |
| Employer contribution / active EE | $5,406 | $2,903+86.2% | $2,637+105.0% | $2,400+125.2% |
| Participant deferral / active EE | $4,607 | $3,365+36.9% | $3,876+18.9% | $2,671+72.5% |
| Admin fee / account holder | $87 | $234-62.9% | $6,173-98.6% | $907-90.4% |