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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $11,362 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,187 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,571 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,265 | $39,898+3.4% | $121,220-66.0% | $55,725-25.9% |
| Participation rate | 59.8% | 61.2%-1.4pp | 71.8%-11.9pp | 70.9%-11.0pp |
| Annual return | -5.05% | -0.96%-4.1pp | 16.94%-22.0pp | 244.93%-250.0pp |
| Employer contribution / active EE | $1,960 | $1,295+51.3% | $4,023-51.3% | $2,078-5.7% |
| Participant deferral / active EE | $3,768 | $2,439+54.5% | $3,345+12.6% | $3,356+12.3% |
| Admin fee / account holder | $62 | $95-35.3% | $5,021-98.8% | $115-46.6% |