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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 8515 EAST ORANGE ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $6,054 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP INC. Service code 13 95 GLASTONBURY BLVD. · GLASTONBURY, CT 06033 | Contract Administrator | $4,290 |
USI CONSULTING GROUP5+ years Filed as: USI CONSULTING GROUP INC Service code 13 | Contract Administrator | $3,795 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,359 | $106,264-72.4% | $147,117-80.0% | $77,762-62.2% |
| Participation rate | 38.1% | 78.4%-40.3pp | 82.2%-44.1pp | 70.6%-32.5pp |
| Annual return | 20.35% | 56.94%-36.6pp | 420.54%-400.2pp | 31.27%-10.9pp |
| Employer contribution / active EE | $1,141 | $4,074-72.0% | $4,932-76.9% | $2,728-58.2% |
| Participant deferral / active EE | $2,235 | $8,003-72.1% | $8,065-72.3% | $4,651-51.9% |
| Admin fee / account holder | $163 | $334-51.3% | $12,993-98.7% | $433-62.4% |