Filed May 20, 2019
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP5 years Filed as: USI ADVISORS INC Service code 16 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Consulting | $57,497 |
T ROWE PRICE RPS INC6 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $35,196 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,913 | $60,454+237.3% | $81,844+149.1% | $74,459+173.9% |
| Participation rate | 94.4% | 63.0%+31.5pp | 72.4%+22.0pp | 67.2%+27.2pp |
| Annual return | 15.59% | 16.87%-1.3pp | 778.87%-763.3pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $16,090 | $3,398+373.5% | $4,323+272.1% | $4,350+269.9% |
| Admin fee / account holder | $247 | $1,490-83.4% | $7,355-96.6% | $1,945-87.3% |