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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Filed as: USI SECURITIES INC Service code 55 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Other Commissions | $25,401 |
Filed as: MANSPERGER PATTERSON & MCMULLIN, PL Service code 10 1222 E. BASELINE ROAD STE 200 · TEMPE, AZ 85283 | Accounting | $5,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,822 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $190 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,016 | $70,002-11.4% | $115,038-46.1% | $52,331+18.5% |
| Participation rate | 99.3% | 72.1%+27.2pp | 81.4%+17.9pp | 68.1%+31.2pp |
| Annual return | -1.72% | 4.04%-5.8pp | 26.14%-27.9pp | 4.54%-6.3pp |
| Employer contribution / active EE | $3,134 | $2,715+15.4% | $4,608-32.0% | $1,882+66.5% |
| Participant deferral / active EE | $7,016 | $4,920+42.6% | $6,026+16.4% | $3,022+132.2% |
| Admin fee / account holder | $40 | $566-92.9% | $8,175-99.5% | $592-93.2% |