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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 | $54,213-43.0% | $93,696-67.0% | $77,736-60.3% |
| Participation rate | 54.0% | 64.0%-10.0pp | 68.7%-14.7pp | 70.6%-16.6pp |
| Annual return | 21.59% | 30.55%-9.0pp | 133.74%-112.2pp | 31.26%-9.7pp |
| Employer contribution / active EE | $1,547 | $1,168+32.4% | $2,422-36.1% | $2,728-43.3% |
| Participant deferral / active EE | $2,541 | $3,145-19.2% | $4,417-42.5% | $4,651-45.4% |
| Admin fee / account holder | $53 | $575-90.8% | $8,287-99.4% | $433-87.8% |