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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: FINDLEY, A DIVISION OF USI Service code 13 · EIN 06-1053228 | Contract Administrator | $32,010 |
COHEN & COMPANY6+ years Filed as: COHEN & COMPANY LTD Service code 10 · EIN 34-1912961 | Accounting | $9,450 |
MATRIX TRUST COMPANY5 years Service code 21 · EIN 75-3182674 | Bank Trustee | $8,744 |
INVESCO3 years Filed as: INVESCO TRUST COMPANY Service code 21 · EIN 46-3793325 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Bank Trustee | $6,433 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $89,868 | $81,494+10.3% | $133,978-32.9% | $73,497+22.3% |
| Participation rate | 61.0% | 76.4%-15.4pp | 79.8%-18.8pp | 70.7%-9.7pp |
| Annual return | 16.77% | 19.40%-2.6pp | 45.10%-28.3pp | 28.51%-11.7pp |
| Employer contribution / active EE | $190 | $2,210-91.4% | $3,919-95.2% | $2,270-91.6% |
| Participant deferral / active EE | $1,201 | $3,787-68.3% | $5,047-76.2% | $3,740-67.9% |
| Admin fee / account holder | $524 | $713-26.5% | $8,930-94.1% | $513+2.2% |