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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $32,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,677 |
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 | $147,864 | $79,223+86.6% | $102,460+44.3% | $74,478+98.5% |
| Participation rate | 92.1% | 74.8%+17.4pp | 76.5%+15.6pp | 67.2%+24.9pp |
| Annual return | 13.82% | 54.98%-41.2pp | 29.47%-15.7pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $2,807 | $2,363+18.8% | $3,025-7.2% | $2,626+6.9% |
| Participant deferral / active EE | $8,371 | $4,417+89.5% | $5,056+65.6% | $4,350+92.4% |
| Admin fee / account holder | $352 | $2,003-82.4% | $9,460-96.3% | $1,946-81.9% |