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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI SECURITIES, INC. Service code 22 · EIN 06-1493970 | Insurance Broker | $47,295 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $32,664 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 15 · EIN 35-0145825 | Recordkeeping | $4,992 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,433 | $50,902-79.5% | $155,534-93.3% | $77,736-86.6% |
| Participation rate | 89.7% | 63.1%+26.6pp | 78.2%+11.5pp | 70.6%+19.1pp |
| Annual return | 21.48% | 34.85%-13.4pp | 64.92%-43.4pp | 31.26%-9.8pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $3,631 | $2,824+28.6% | $5,630-35.5% | $4,651-21.9% |
| Admin fee / account holder | $86 | $437-80.4% | $15,900-99.5% | $433-80.2% |