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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $23,340 |
USI CONSULTING GROUP6+ years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $14,612 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,918 |
Service code 37 · EIN 04-2647786 | Loan Processing | $306 |
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 | $72,919 | $78,419-7.0% | $133,971-45.6% | $73,412-0.7% |
| Participation rate | 93.3% | 78.6%+14.7pp | 79.8%+13.4pp | 72.2%+21.1pp |
| Annual return | 28.69% | 33.35%-4.7pp | 45.09%-16.4pp | 59.30%-30.6pp |
| Employer contribution / active EE | $2,612 | $2,044+27.8% | $3,919-33.4% | $2,234+16.9% |
| Participant deferral / active EE | $4,023 | $3,925+2.5% | $5,047-20.3% | $3,806+5.7% |
| Admin fee / account holder | $58 | $161-64.1% | $8,929-99.4% | $158-63.3% |