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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP5 years Filed as: USI SECURITIES INC Service code 13 · EIN 06-1493970 | Contract Administrator | $25,406 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP INC Service code 13 · EIN 06-1053228 | Contract Administrator | $2,483 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,594 | $79,223-71.5% | $102,460-77.9% | $74,478-69.7% |
| Participation rate | 86.6% | 74.8%+11.9pp | 76.5%+10.1pp | 67.2%+19.4pp |
| Annual return | 13.21% | 54.98%-41.8pp | 29.47%-16.3pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $2,030 | $2,363-14.1% | $3,025-32.9% | $2,626-22.7% |
| Participant deferral / active EE | $3,577 | $4,417-19.0% | $5,056-29.2% | $4,350-17.8% |
| Admin fee / account holder | $109 | $2,003-94.5% | $9,460-98.8% | $1,946-94.4% |