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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 | $101,499+7.0% | $147,005-26.1% | $74,546+45.7% |
| Participation rate | 96.9% | 75.5%+21.4pp | 82.2%+14.7pp | 67.2%+29.7pp |
| Annual return | 15.74% | 8732.34%-8716.6pp | 418.76%-403.0pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $3,640 | $3,811-4.5% | $4,934-26.2% | $2,624+38.7% |
| Participant deferral / active EE | $5,628 | $7,304-22.9% | $8,070-30.3% | $4,347+29.5% |
| Admin fee / account holder | $62 | $1,748-96.5% | $13,006-99.5% | $1,944-96.8% |