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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $5,544 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $369 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,332 | $57,119-53.9% | $85,187-69.1% | $80,935-67.5% |
| Participation rate | 91.5% | 56.4%+35.1pp | 67.5%+24.0pp | 67.7%+23.9pp |
| Annual return | 15.56% | 21.70%-6.1pp | 66.67%-51.1pp | 35.66%-20.1pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,754 | $3,115-11.6% | $4,525-39.1% | $4,299-35.9% |
| Admin fee / account holder | $55 | $4,990-98.9% | $6,162-99.1% | $6,924-99.2% |