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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $66,466 |
Service code 37 · EIN 04-2647786 | Loan Processing | $63,735 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,512 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,036 | $62,541-72.8% | $129,384-86.8% | $199,960-91.5% |
| Participation rate | 94.0% | 56.8%+37.3pp | 69.6%+24.4pp | 72.0%+22.0pp |
| Annual return | 14.54% | 16.95%-2.4pp | 9461.77%-9447.2pp | 34.28%-19.7pp |
| Employer contribution / active EE | $2,294 | $2,392-4.1% | $4,153-44.8% | $3,036-24.4% |
| Participant deferral / active EE | $2,684 | $3,123-14.0% | $4,166-35.6% | $5,087-47.2% |
| Admin fee / account holder | $79 | $167-52.6% | $7,686-99.0% | $269-70.6% |