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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $635 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP INC Service code 63 · EIN 06-1053228 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | 12b-1 Fees | $451 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES INC Service code 22 · EIN 06-1493970 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Insurance Broker | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,344 | $60,989-68.3% | $60,906-68.2% | $66,938-71.1% |
| Participation rate | 91.2% | 74.5%+16.8pp | 73.1%+18.1pp | 69.8%+21.4pp |
| Annual return | -15.21% | -9.60%-5.6pp | 16.94%-32.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $943 | $2,661-64.6% | $2,703-65.1% | $2,545-62.9% |
| Participant deferral / active EE | $2,501 | $3,615-30.8% | $3,814-34.4% | $4,238-41.0% |
| Admin fee / account holder | $72 | $338-78.8% | $3,227-97.8% | $594-87.9% |