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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $430,411 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 15 · EIN 84-0467907 | Recordkeeping | $15,545 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $8,333 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,225 | $95,388+22.9% | $125,401-6.5% | $77,906+50.5% |
| Participation rate | 92.2% | 78.6%+13.6pp | 82.4%+9.8pp | 73.7%+18.5pp |
| Annual return | 12.25% | 116.19%-103.9pp | 572.53%-560.3pp | 12.16%+0.1pp |
| Employer contribution / active EE | $2,371 | $3,666-35.3% | $4,816-50.8% | $2,846-16.7% |
| Participant deferral / active EE | $8,051 | $7,711+4.4% | $7,448+8.1% | $4,805+67.5% |
| Admin fee / account holder | $96 | $119-18.8% | $10,008-99.0% | $133-27.2% |