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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $11,950 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,779 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,953 |
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 | $63,126 | $102,661-38.5% | $151,639-58.4% | $66,938-5.7% |
| Participation rate | 94.1% | 85.5%+8.5pp | 87.5%+6.6pp | 69.8%+24.3pp |
| Annual return | -16.24% | -10.81%-5.4pp | 3.34%-19.6pp | 1.58%-17.8pp |
| Employer contribution / active EE | $1,501 | $4,184-64.1% | $6,165-75.6% | $2,545-41.0% |
| Participant deferral / active EE | $4,725 | $6,645-28.9% | $8,363-43.5% | $4,238+11.5% |
| Admin fee / account holder | $88 | $630-86.1% | $11,613-99.2% | $594-85.2% |