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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP10+ years Service code 51 · EIN 06-1053228 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Investment Mgmt Fees | $20,655 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $193,871-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 85.6%-85.6pp | - |
| Annual return | 2.80% | 2.80%0pp | 15.27%-12.5pp | 2.80%0pp |
| Employer contribution / active EE | $0 | $5,718-100.0% | $4,691-100.0% | $5,718-100.0% |
| Participant deferral / active EE | $3,569 | $3,5690% | $2,779+28.4% | $3,5690% |
| Admin fee / account holder | $0 | $0 | $12,948-100.0% | - |