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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP8+ years Service code 51 · EIN 06-1053228 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Investment Mgmt Fees | $81,385 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $104,859-100.0% | $1,414,140-100.0% | $104,859-100.0% |
| Participation rate | 0.0% | 59.6%-59.6pp | 100.0%-100.0pp | 59.6%-59.6pp |
| Annual return | 2.41% | -9.04%+11.5pp | -8.54%+10.9pp | -9.04%+11.5pp |
| Employer contribution / active EE | $0 | $2,731-100.0% | $10,307-100.0% | $2,731-100.0% |
| Participant deferral / active EE | $5,682 | $5,287+7.5% | $3,290+72.7% | $5,287+7.5% |
| Admin fee / account holder | $0 | $236-100.0% | $22,988-100.0% | $236-100.0% |