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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $19,668 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,059 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,812 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,140 | $88,186-29.5% | $165,071-62.4% | $74,459-16.5% |
| Participation rate | 83.6% | 73.1%+10.4pp | 78.6%+4.9pp | 67.2%+16.3pp |
| Annual return | 12.55% | 17.13%-4.6pp | 70.17%-57.6pp | 1369.70%-1357.1pp |
| Employer contribution / active EE | $1,029 | $2,600-60.4% | $4,347-76.3% | $2,626-60.8% |
| Participant deferral / active EE | $4,741 | $4,505+5.3% | $6,035-21.4% | $4,350+9.0% |
| Admin fee / account holder | $246 | $2,234-89.0% | $12,695-98.1% | $1,945-87.4% |