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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP7 years Filed as: USI SECURITIES INC Service code 55 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Other Commissions | $25,288 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,162 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Contract Administrator | $5,161 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,038 | $61,356-47.8% | $149,696-78.6% | $71,511-55.2% |
| Participation rate | 88.3% | 62.5%+25.8pp | 78.8%+9.6pp | 67.9%+20.4pp |
| Annual return | 16.38% | 35.86%-19.5pp | 134.46%-118.1pp | 28.86%-12.5pp |
| Employer contribution / active EE | $2,301 | $2,382-3.4% | $4,821-52.3% | $2,589-11.1% |
| Participant deferral / active EE | $2,250 | $2,920-22.9% | $5,682-60.4% | $4,291-47.6% |
| Admin fee / account holder | $65 | $1,263-94.9% | $13,212-99.5% | $1,588-95.9% |