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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 26 · EIN 06-1397347 | Advisory (Participants) | $16,429 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,303 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,100 | $51,638+80.3% | $129,406-28.1% | $80,959+15.0% |
| Participation rate | 98.8% | 56.9%+41.8pp | 69.6%+29.1pp | 67.7%+31.1pp |
| Annual return | 19.80% | 20.78%-1.0pp | 9468.18%-9448.4pp | 35.67%-15.9pp |
| Employer contribution / active EE | $938 | $1,584-40.8% | $4,155-77.4% | $2,757-66.0% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $211 | $4,313-95.1% | $7,689-97.3% | $6,925-96.9% |