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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 | $79,184+86.7% | $102,438+44.3% | $74,546+98.4% |
| Participation rate | 92.1% | 74.8%+17.3pp | 76.5%+15.6pp | 67.2%+24.9pp |
| Annual return | 13.82% | 54.95%-41.1pp | 29.37%-15.6pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $2,807 | $2,362+18.8% | $3,024-7.2% | $2,624+6.9% |
| Participant deferral / active EE | $8,371 | $4,414+89.6% | $5,054+65.6% | $4,347+92.6% |
| Admin fee / account holder | $352 | $2,001-82.4% | $9,448-96.3% | $1,944-81.9% |