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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 8515 EAST ORANGE ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $4,015 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP INC. Service code 13 95 GLASTONBURY BLVD. · GLASTONBURY, CT 06033 | Contract Administrator | $3,860 |
USI CONSULTING GROUP4+ years Filed as: USI CONSULTING GROUP INC Service code 13 | Contract Administrator | $2,525 |
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 | $24,943 | $95,438-73.9% | $135,982-81.7% | $74,473-66.5% |
| Participation rate | 36.2% | 78.2%-42.0pp | 81.9%-45.7pp | 70.7%-34.6pp |
| Annual return | 24.75% | 32.61%-7.9pp | 68.32%-43.6pp | 34.36%-9.6pp |
| Employer contribution / active EE | $1,123 | $3,878-71.0% | $4,859-76.9% | $2,638-57.4% |
| Participant deferral / active EE | $2,140 | $7,790-72.5% | $7,760-72.4% | $4,530-52.8% |
| Admin fee / account holder | $137 | $259-47.0% | $10,767-98.7% | $347-60.5% |