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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,427 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,276 | $76,112+43.6% | $96,534+13.2% | $71,511+52.8% |
| Participation rate | 94.0% | 74.4%+19.6pp | 76.0%+18.0pp | 67.9%+26.1pp |
| Annual return | 19.95% | 22.81%-2.9pp | 25.88%-5.9pp | 28.86%-8.9pp |
| Employer contribution / active EE | $2,708 | $2,248+20.5% | $2,965-8.7% | $2,589+4.6% |
| Participant deferral / active EE | $7,602 | $4,217+80.3% | $4,851+56.7% | $4,291+77.2% |
| Admin fee / account holder | $238 | $2,708-91.2% | $8,253-97.1% | $1,588-85.0% |