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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $16,033 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,219 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,582 | $53,344+34.2% | $121,169-40.9% | $74,440-3.8% |
| Participation rate | 65.2% | 60.0%+5.2pp | 69.5%-4.3pp | 70.7%-5.5pp |
| Annual return | 20.53% | 35.15%-14.6pp | 986.71%-966.2pp | 34.37%-13.8pp |
| Employer contribution / active EE | $2,882 | $1,898+51.8% | $4,168-30.9% | $2,638+9.3% |
| Participant deferral / active EE | $5,865 | $3,221+82.1% | $4,083+43.7% | $4,529+29.5% |
| Admin fee / account holder | $113 | $382-70.5% | $5,645-98.0% | $348-67.6% |