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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Filed as: USI SECURITIES INC Service code 27 · EIN 06-1493970 | Advisory (Plan) | $61,191 |
FID INV INST OPS CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | $46,710 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,924 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,255 | $90,064+2.4% | $100,392-8.1% | $77,736+18.7% |
| Participation rate | 91.5% | 81.3%+10.2pp | 81.5%+10.0pp | 70.6%+20.9pp |
| Annual return | 22.70% | 20.61%+2.1pp | 49.45%-26.8pp | 31.26%-8.6pp |
| Employer contribution / active EE | $10,348 | $3,043+240.0% | $3,941+162.6% | $2,728+279.4% |
| Participant deferral / active EE | $11,777 | $8,282+42.2% | $8,090+45.6% | $4,651+153.2% |
| Admin fee / account holder | $251 | $172+45.7% | $7,904-96.8% | $433-42.1% |