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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $11,950 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,213 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,210 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,725 | $129,227-50.7% | $184,256-65.4% | $77,762-18.1% |
| Participation rate | 93.9% | 87.4%+6.5pp | 86.8%+7.0pp | 70.6%+23.3pp |
| Annual return | 14.14% | 33.24%-19.1pp | 28.85%-14.7pp | 31.27%-17.1pp |
| Employer contribution / active EE | $1,222 | $4,412-72.3% | $6,427-81.0% | $2,728-55.2% |
| Participant deferral / active EE | $4,238 | $7,307-42.0% | $9,133-53.6% | $4,651-8.9% |
| Admin fee / account holder | $93 | $256-63.6% | $13,899-99.3% | $433-78.5% |