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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Filed as: USI SECURITIES INC Service code 53 · EIN 06-1493970 | Insurance Commissions | $21,308 |
LOEB1 year Filed as: LOEB & TROPER LLP Service code 10 · EIN 13-1517563 | Accounting | $11,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $20 |
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 | $67,636 | $56,640+19.4% | $78,002-13.3% | $55,167+22.6% |
| Participation rate | 71.8% | 73.3%-1.5pp | 75.5%-3.7pp | 69.0%+2.8pp |
| Annual return | 7.17% | 2868.48%-2861.3pp | 425.99%-418.8pp | 169.23%-162.1pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,269 | $2,778-18.3% | $3,497-35.1% | $3,054-25.7% |
| Admin fee / account holder | $68 | $467-85.3% | $5,481-98.8% | $504-86.4% |