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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Filed as: USI ADVISORS, INC. Service code 16 · EIN 06-1397347 | Consulting | $40,405 |
BLAND GARVEY, P.C.3 years Service code 10 · EIN 75-1854024 | Accounting | $21,500 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,856 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$63,553 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,481 | $82,163-2.0% | $125,381-35.8% | $64,819+24.2% |
| Participation rate | 94.7% | 77.9%+16.8pp | 82.4%+12.3pp | 71.5%+23.2pp |
| Annual return | -16.45% | 3.49%-19.9pp | 572.31%-588.8pp | 32.84%-49.3pp |
| Employer contribution / active EE | $3,029 | $3,616-16.2% | $4,815-37.1% | $2,507+20.8% |
| Participant deferral / active EE | $9,253 | $7,175+29.0% | $7,448+24.2% | $4,311+114.6% |
| Admin fee / account holder | $18 | $163-88.8% | $10,007-99.8% | $188-90.2% |