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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) | $30,000 |
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,169 |
AVIOR WEALTH MANAGEMENT1 year Filed as: AVIOR WEALTH MANAGEMENT LLC Service code 99 · EIN 26-4010495 | Other Fees | $10,748 |
Service code 99 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $687,737 | $101,653+576.6% | $147,080+367.6% | $74,459+823.6% |
| Participation rate | 98.2% | 75.6%+22.7pp | 82.2%+16.0pp | 67.2%+31.0pp |
| Annual return | 14.94% | 8754.98%-8740.0pp | 420.17%-405.2pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $11,533 | $3,813+202.4% | $4,933+133.8% | $2,626+339.2% |
| Participant deferral / active EE | $10,710 | $7,304+46.6% | $8,066+32.8% | $4,350+146.2% |
| Admin fee / account holder | $378 | $1,752-78.4% | $12,989-97.1% | $1,945-80.6% |