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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 | $101,539+577.3% | $147,041+367.7% | $74,400+824.4% |
| Participation rate | 98.2% | 75.5%+22.7pp | 82.2%+16.1pp | 67.2%+31.0pp |
| Annual return | 14.94% | 8740.84%-8725.9pp | 419.21%-404.3pp | 1367.51%-1352.6pp |
| Employer contribution / active EE | $11,533 | $3,811+202.6% | $4,935+133.7% | $2,624+339.5% |
| Participant deferral / active EE | $10,710 | $7,304+46.6% | $8,071+32.7% | $4,348+146.3% |
| Admin fee / account holder | $378 | $1,749-78.4% | $13,006-97.1% | $1,944-80.5% |