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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Filed as: USI ADVISORS, INC. Service code 28 · EIN 06-1397347 | Investment Management | $18,036 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $7,428 |
OPTIMIZING FOUNDATIONS, LLC5 years Service code 11 · EIN 47-4318359 | Actuarial | $7,000 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,353 | $58,241+98.1% | $81,780+41.1% | $80,911+42.6% |
| Participation rate | 98.0% | 63.4%+34.5pp | 72.4%+25.6pp | 67.6%+30.3pp |
| Annual return | 13.90% | 41.73%-27.8pp | 776.27%-762.4pp | 35.63%-21.7pp |
| Employer contribution / active EE | $9,636 | $2,343+311.2% | $2,914+230.7% | $2,756+249.7% |
| Participant deferral / active EE | $4,715 | $3,283+43.6% | $4,321+9.1% | $4,297+9.7% |
| Admin fee / account holder | $114 | $4,973-97.7% | $7,384-98.5% | $6,935-98.4% |