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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4+ years Filed as: USI SECURITIES INC Service code 55 | Other Commissions | $26,147 |
Filed as: HIGH TOWER ADVISORS LLC Service code 27 10461 MILL RUN CIRCLE · OWINGS MILLS, MD 21117 | Advisory (Plan) | $5,795 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $5,451 |
Service code 37 · EIN 04-2647786 | Loan Processing | $250 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES INC. Service code 55 · EIN 06-1397347 | Other Commissions | $0 |
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 | $91,968 | $61,214+50.2% | $83,327+10.4% | $56,289+63.4% |
| Participation rate | 95.1% | 72.6%+22.5pp | 77.8%+17.3pp | 69.9%+25.2pp |
| Annual return | -4.54% | 0.42%-5.0pp | 10.64%-15.2pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,311 | $1,925-31.9% | $3,379-61.2% | $2,111-37.9% |
| Participant deferral / active EE | $8,209 | $5,091+61.2% | $5,565+47.5% | $3,350+145.0% |
| Admin fee / account holder | $55 | $512-89.2% | $7,540-99.3% | $521-89.4% |