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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $29,400 |
USI CONSULTING GROUP2 years Filed as: USI SECURITIES INC Service code 55 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Other Commissions | $12,073 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,741 | $75,541-20.9% | $152,093-60.7% | $82,637-27.7% |
| Participation rate | 95.2% | 66.5%+28.6pp | 77.8%+17.4pp | 68.1%+27.1pp |
| Annual return | 14.75% | 32.56%-17.8pp | 66.36%-51.6pp | 53.51%-38.8pp |
| Employer contribution / active EE | $3,209 | $2,622+22.4% | $4,175-23.1% | $2,552+25.7% |
| Participant deferral / active EE | $6,374 | $3,206+98.8% | $5,451+16.9% | $4,126+54.5% |
| Admin fee / account holder | $277 | $6,405-95.7% | $14,497-98.1% | $7,339-96.2% |