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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $25,313 |
ERIC J. FERNANDEZ & CO.2 years Filed as: ERIC COHEN & ASSOCIATES PC Service code 10 ONE RESEARCH CT · ROCKVILLE, MD 20850 | Accounting | $12,500 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,712 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,766 | $105,200-24.2% | $159,474-50.0% | $85,847-7.1% |
| Participation rate | 72.6% | 75.8%-3.2pp | 82.8%-10.2pp | 69.3%+3.3pp |
| Annual return | 46.50% | 45.08%+1.4pp | 263.68%-217.2pp | 318.61%-272.1pp |
| Employer contribution / active EE | $5,151 | $3,319+55.2% | $4,831+6.6% | $2,565+100.8% |
| Participant deferral / active EE | $8,679 | $5,946+46.0% | $7,353+18.0% | $3,952+119.6% |
| Admin fee / account holder | $265 | $6,934-96.2% | $10,802-97.5% | $6,261-95.8% |