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| Provider | Service type | Compensation |
|---|---|---|
AT RETIREMENT SERVICES, LLC10+ years Filed as: H&H RETIREMENT SERVICES Service code 15 · EIN 20-0346540 | Recordkeeping | $50,691 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 | Recordkeeping | $50,255 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $19,371 |
CHARLES SCHWAB & CO., INC.10+ years Service code 21 · EIN 94-1737782 | Bank Trustee | $8,247 |
H&H INVESTMENT1 year Service code 27 · EIN 06-1464865 | Advisory (Plan) | $6,269 |
CLIFTONLARSONALLEN LLP5 years Service code 10 · EIN 41-0746749 | Accounting | $0 |
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 | $83,296 | $92,076-9.5% | $105,607-21.1% | $77,736+7.2% |
| Participation rate | 46.2% | 81.0%-34.8pp | 75.3%-29.0pp | 70.6%-24.4pp |
| Annual return | 15.36% | 17.84%-2.5pp | 116.11%-100.7pp | 31.26%-15.9pp |
| Employer contribution / active EE | $1,540 | $3,370-54.3% | $3,167-51.4% | $2,728-43.6% |
| Participant deferral / active EE | $2,748 | $5,390-49.0% | $5,011-45.2% | $4,651-40.9% |
| Admin fee / account holder | $283 | $219+29.4% | $10,958-97.4% | $433-34.6% |