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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $21,309 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,492 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,907 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,239 | $103,975-64.2% | $96,576-61.4% | $103,975-64.2% |
| Participation rate | 81.5% | 72.5%+9.0pp | 81.4%+0.1pp | 72.5%+9.0pp |
| Annual return | 257.30% | 19.41%+237.9pp | 38.47%+218.8pp | 19.41%+237.9pp |
| Employer contribution / active EE | $190 | $3,722-94.9% | $3,553-94.7% | $3,722-94.9% |
| Participant deferral / active EE | $1,359 | $5,343-74.6% | $7,956-82.9% | $5,343-74.6% |
| Admin fee / account holder | $31 | $332-90.7% | $11,381-99.7% | $332-90.7% |