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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Filed as: USI SECURITIES, INC. Service code 15 · EIN 06-1493970 | Recordkeeping | $26,961 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,330 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $62,424 | $79,209-21.2% | $102,434-39.1% | $74,459-16.2% |
| Participation rate | 92.2% | 74.8%+17.4pp | 76.5%+15.6pp | 67.2%+24.9pp |
| Annual return | 13.21% | 54.98%-41.8pp | 29.46%-16.3pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $4,693 | $2,362+98.6% | $3,023+55.2% | $2,626+78.7% |
| Participant deferral / active EE | $8,767 | $4,417+98.5% | $5,055+73.4% | $4,350+101.6% |
| Admin fee / account holder | $485 | $2,002-75.8% | $9,462-94.9% | $1,945-75.1% |