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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6 years Filed as: USI CONSULTING GROUP INC Service code 49 · EIN 06-1053228 | Other Services | $12,883 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $6,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,883 | $54,193-43.0% | $93,681-67.0% | $77,692-60.2% |
| Participation rate | 54.0% | 63.9%-9.9pp | 68.7%-14.7pp | 70.6%-16.6pp |
| Annual return | 21.59% | 30.54%-9.0pp | 133.47%-111.9pp | 31.25%-9.7pp |
| Employer contribution / active EE | $1,547 | $1,168+32.5% | $2,422-36.1% | $2,726-43.2% |
| Participant deferral / active EE | $2,541 | $3,144-19.2% | $4,415-42.4% | $4,648-45.3% |
| Admin fee / account holder | $53 | $576-90.9% | $8,290-99.4% | $431-87.8% |