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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $51,367 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP INC Service code 13 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Contract Administrator | $35,025 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $16,849 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES INC Service code 55 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Other Commissions | $8,695 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,922 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $502 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,585 | $52,507+19.2% | $129,406-51.6% | $74,478-16.0% |
| Participation rate | 83.6% | 53.9%+29.7pp | 69.6%+13.9pp | 67.2%+16.3pp |
| Annual return | 19.78% | 15.64%+4.1pp | 9468.18%-9448.4pp | 1370.56%-1350.8pp |
| Employer contribution / active EE | $4,733 | $1,534+208.5% | $4,155+13.9% | $2,626+80.2% |
| Participant deferral / active EE | $10,931 | $2,801+290.3% | $4,167+162.3% | $4,350+151.3% |
| Admin fee / account holder | $310 | $2,639-88.3% | $7,689-96.0% | $1,946-84.1% |