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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $12,329 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $3,038 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $411 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,550 | $71,873-46.4% | $86,698-55.5% | $68,490-43.7% |
| Participation rate | 61.6% | 72.2%-10.6pp | 76.6%-14.9pp | 67.9%-6.3pp |
| Annual return | -16.32% | 3.54%-19.9pp | 35.96%-52.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $413 | $2,173-81.0% | $2,837-85.4% | $2,597-84.1% |
| Participant deferral / active EE | $3,021 | $3,779-20.1% | $4,656-35.1% | $4,028-25.0% |
| Admin fee / account holder | $13 | $6,110-99.8% | $7,492-99.8% | $5,403-99.8% |