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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 | $58,275+97.9% | $81,844+40.9% | $80,935+42.5% |
| Participation rate | 98.0% | 63.5%+34.5pp | 72.4%+25.6pp | 67.7%+30.3pp |
| Annual return | 13.90% | 41.82%-27.9pp | 778.87%-765.0pp | 35.66%-21.8pp |
| Employer contribution / active EE | $9,636 | $2,346+310.8% | $2,916+230.4% | $2,757+249.6% |
| Participant deferral / active EE | $4,715 | $3,285+43.5% | $4,323+9.1% | $4,299+9.7% |
| Admin fee / account holder | $114 | $4,749-97.6% | $7,355-98.4% | $6,924-98.4% |