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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6+ years Service code 51 · EIN 06-1053228 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Investment Mgmt Fees | $159,495 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,856-100.0% | $403,265-100.0% | $37,856-100.0% |
| Participation rate | 0.0% | 32.6%-32.6pp | 98.3%-98.3pp | 32.6%-32.6pp |
| Annual return | 2.18% | 9.68%-7.5pp | 1.23%+0.9pp | 9.68%-7.5pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $14,440-100.0% | $3,229-100.0% |
| Participant deferral / active EE | $7,460 | $5,689+31.1% | $5,577+33.8% | $5,689+31.1% |
| Admin fee / account holder | $0 | $163-100.0% | $3,446-100.0% | $163-100.0% |