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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 | $77,814-23.2% | $158,223-62.2% | $86,983-31.3% |
| Participation rate | 95.2% | 68.4%+26.7pp | 79.2%+16.0pp | 69.5%+25.6pp |
| Annual return | 14.75% | 30.54%-15.8pp | 52.09%-37.3pp | 25.83%-11.1pp |
| Employer contribution / active EE | $3,209 | $2,592+23.8% | $4,109-21.9% | $2,584+24.2% |
| Participant deferral / active EE | $6,374 | $3,270+94.9% | $5,467+16.6% | $4,194+52.0% |
| Admin fee / account holder | $277 | $5,879-95.3% | $16,047-98.3% | $7,856-96.5% |