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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Filed as: USI ADVISORS, INC. Service code 16 · EIN 06-1397347 | Consulting | $28,830 |
BLAND GARVEY, P.C.4 years Service code 10 · EIN 75-1854024 | Accounting | $13,500 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,572 |
MMA SECURITIES LLC1 year Service code 16 · EIN 52-2189187 | Consulting | $5,333 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$64,686 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,301 | $95,369+6.2% | $135,942-25.5% | $74,440+36.1% |
| Participation rate | 98.3% | 78.2%+20.1pp | 81.9%+16.4pp | 70.7%+27.6pp |
| Annual return | 17.79% | 32.72%-14.9pp | 68.28%-50.5pp | 34.37%-16.6pp |
| Employer contribution / active EE | $3,715 | $3,878-4.2% | $4,858-23.5% | $2,638+40.9% |
| Participant deferral / active EE | $11,878 | $7,788+52.5% | $7,759+53.1% | $4,529+162.3% |
| Admin fee / account holder | -$11 | $266-104.2% | $10,764-100.1% | $348-103.2% |