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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP5 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $19,586 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,562 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $669 |
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.
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 | $111,620 | $86,940+28.4% | $102,434+9.0% | $80,935+37.9% |
| Participation rate | 48.1% | 72.4%-24.2pp | 76.5%-28.4pp | 67.7%-19.5pp |
| Annual return | 11.15% | 18.89%-7.7pp | 29.46%-18.3pp | 35.66%-24.5pp |
| Employer contribution / active EE | $333 | $2,370-86.0% | $3,023-89.0% | $2,757-87.9% |
| Participant deferral / active EE | $3,482 | $4,121-15.5% | $5,055-31.1% | $4,299-19.0% |
| Admin fee / account holder | $303 | $8,047-96.2% | $9,462-96.8% | $6,924-95.6% |