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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Filed as: USI SECURITIES INC Service code 53 · EIN 06-1493970 | Insurance Commissions | $23,767 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $22,620 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS4 years Service code 52 · EIN 23-2651520 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
GOLDMAN SACHS3 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
IVY FUNDS4 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,450 | $58,895-41.5% | $178,503-80.7% | $73,497-53.1% |
| Participation rate | 75.7% | 66.2%+9.5pp | 81.9%-6.2pp | 70.7%+5.0pp |
| Annual return | 15.56% | 24.86%-9.3pp | 151.12%-135.6pp | 28.51%-13.0pp |
| Employer contribution / active EE | $1,936 | $2,236-13.4% | $5,011-61.4% | $2,270-14.7% |
| Participant deferral / active EE | $2,008 | $2,567-21.8% | $5,202-61.4% | $3,740-46.3% |
| Admin fee / account holder | $80 | $400-79.9% | $13,987-99.4% | $513-84.3% |