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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $31,961 |
ERIC J. FERNANDEZ & CO.3 years Filed as: ERIC COHEN & ASSOCIATES PC Service code 10 ONE RESEARCH CT · ROCKVILLE, MD 20850 | Accounting | $13,025 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,506 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,055 | $82,674+4.1% | $125,381-31.4% | $68,486+25.7% |
| Participation rate | 63.4% | 75.1%-11.6pp | 82.4%-18.9pp | 67.9%-4.5pp |
| Annual return | 5.23% | -5.97%+11.2pp | 572.31%-567.1pp | -7.85%+13.1pp |
| Employer contribution / active EE | $4,008 | $3,382+18.5% | $4,815-16.8% | $2,597+54.4% |
| Participant deferral / active EE | $6,826 | $6,111+11.7% | $7,448-8.3% | $4,028+69.5% |
| Admin fee / account holder | $105 | $6,277-98.3% | $10,007-99.0% | $5,404-98.1% |