Filed May 20, 2019
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 15 · EIN 06-1053228 3900 N. MCCORD RD. · TOLEDO, OH 43625 | Recordkeeping | $60,943 |
Filed as: STOUT RISIUS ROSS, LLC Service code 34 · EIN 62-1437218 8270 GREENSBORO DRIVE, SUITE 900 · MCLEAN, VA 22102 | Valuation (appraisals, etc.) | $32,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,482 | $84,499+164.5% | $125,391+78.2% | $66,949+233.8% |
| Participation rate | 93.4% | 76.4%+17.0pp | 82.4%+11.1pp | 69.8%+23.6pp |
| Annual return | 3.32% | -8.49%+11.8pp | 572.41%-569.1pp | 1.57%+1.8pp |
| Employer contribution / active EE | $15,109 | $3,554+325.2% | $4,816+213.8% | $2,545+493.6% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $330 | $685-51.8% | $10,009-96.7% | $594-44.4% |