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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 | $76,407-21.8% | $150,298-60.3% | $82,448-27.5% |
| Participation rate | 95.2% | 66.4%+28.8pp | 77.8%+17.4pp | 68.1%+27.1pp |
| Annual return | 14.75% | 39.99%-25.2pp | 62.79%-48.0pp | 41.64%-26.9pp |
| Employer contribution / active EE | $3,209 | $2,614+22.8% | $4,154-22.8% | $2,551+25.8% |
| Participant deferral / active EE | $6,374 | $3,214+98.3% | $5,453+16.9% | $4,139+54.0% |
| Admin fee / account holder | $277 | $6,352-95.6% | $14,116-98.0% | $7,234-96.2% |