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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI INSURANCE CO Service code 13 95 GLASTONBURY BLVD SUITE 102 · GLASTONBURY, CT 06033 | Contract Administrator | $53,989 |
Service code 15 · EIN 13-3646501 | Recordkeeping | $3,821 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,781 | $101,672-25.5% | $147,117-48.5% | $74,478+1.7% |
| Participation rate | 70.7% | 75.5%-4.8pp | 82.2%-11.5pp | 67.2%+3.5pp |
| Annual return | 19.73% | 8757.83%-8738.1pp | 420.54%-400.8pp | 1370.56%-1350.8pp |
| Employer contribution / active EE | $2,510 | $3,813-34.2% | $4,932-49.1% | $2,626-4.4% |
| Participant deferral / active EE | $4,642 | $7,305-36.4% | $8,065-42.4% | $4,350+6.7% |
| Admin fee / account holder | $325 | $1,753-81.5% | $12,993-97.5% | $1,946-83.3% |