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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Filed as: USI ADVISORS,INC. Service code 99 · EIN 06-1397347 | Other Fees | $21,591 |
Service code 99 · EIN 74-2532710 | Other Fees | $9,798 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,694 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,624 | $101,591+6.9% | $147,096-26.2% | $74,429+45.9% |
| Participation rate | 96.9% | 75.5%+21.4pp | 82.2%+14.7pp | 67.2%+29.7pp |
| Annual return | 15.74% | 8746.45%-8730.7pp | 419.75%-404.0pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $3,640 | $3,813-4.5% | $4,936-26.3% | $2,625+38.7% |
| Participant deferral / active EE | $5,628 | $7,302-22.9% | $8,071-30.3% | $4,348+29.4% |
| Admin fee / account holder | $62 | $1,750-96.5% | $13,005-99.5% | $1,944-96.8% |