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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $22,317 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,179 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,850 |
RETIREMENTPLANS.COM, LLC1 year Service code 13 16051 ADDISON ROAD STE 310 · ADDISON, TX 75001 | Contract Administrator | $1,497 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,852 | $203,209-81.9% | $159,455-76.9% | - |
| Participation rate | 57.0% | 77.0%-20.0pp | 82.8%-25.8pp | - |
| Annual return | 29.92% | 10.23%+19.7pp | 263.63%-233.7pp | - |
| Employer contribution / active EE | $1,578 | $2,919-45.9% | $4,830-67.3% | - |
| Participant deferral / active EE | $3,588 | $5,954-39.7% | $7,353-51.2% | - |
| Admin fee / account holder | $295 | $10,627-97.2% | $10,800-97.3% | - |