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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 22 · EIN 06-1397347 | Insurance Broker | $22,194 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $7,365 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $3,385 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC Service code 13 | Contract Administrator | $2,740 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,500 |
Filed as: MILLENNIUM TRUST COMPANY Service code 49 · EIN 36-4400066 | Other Services | $540 |
DEFINITTI LLC1 year Service code 99 2201 TIMBERLOCH PL STE 150 · THE WOODLANDS, TX 77380 | Other Fees | $130 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,993 | $81,948-58.5% | $90,756-62.5% | $64,814-47.6% |
| Participation rate | 43.9% | 80.5%-36.6pp | 75.7%-31.8pp | 71.5%-27.6pp |
| Annual return | -13.48% | -12.53%-1.0pp | -12.16%-1.3pp | 32.84%-46.3pp |
| Employer contribution / active EE | $635 | $3,067-79.3% | $2,922-78.3% | $2,507-74.7% |
| Participant deferral / active EE | $1,184 | $4,844-75.5% | $4,565-74.1% | $4,310-72.5% |
| Admin fee / account holder | $5 | $157-96.7% | $8,445-99.9% | $188-97.2% |