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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3+ years Filed as: USI SECURITIES INC Service code 53 · EIN 06-1493970 | Insurance Commissions | $11,002 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $20 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3287965 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 13-2631108 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 33-0239892 | Indirect Investment Fees | $0 |
RIDGEWORTH1 year Service code 52 · EIN 23-2678674 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $78,125 | $63,314+23.4% | $91,004-14.2% | $62,293+25.4% |
| Participation rate | 73.0% | 73.3%-0.4pp | 75.6%-2.6pp | 69.5%+3.4pp |
| Annual return | 13.46% | 21.00%-7.5pp | 4.60%+8.9pp | 28.90%-15.4pp |
| Employer contribution / active EE | $1 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,420 | $2,944-17.8% | $3,548-31.8% | $3,169-23.7% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |