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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Service code 11 · EIN 34-1213174 1660 WEST SECOND STREET, SUITE 900 · CLEVELAND, OH 44113 | Actuarial | $9,630 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 52 5800 NORTHGATE MALL, SUITE 51 · SAN RAFAEL, CA 94903 | Indirect Investment Fees | $6,230 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | 0.00% | 3.50%-3.5pp | 5.16%-5.2pp | 13.05%-13.0pp |
| Employer contribution / active EE | $0 | $33,977-100.0% | $26,446-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |