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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INSTIT. OPER. CO.,INC Service code 15 · EIN 04-2647786 | Recordkeeping | $56,880 |
USI CONSULTING GROUP6 years Filed as: USI ADVISORS Service code 16 · EIN 06-1397347 | Consulting | $15,000 |
USI CONSULTING GROUP9+ years Filed as: KIBBLE AND PRENTICE Service code 28 · EIN 91-1176315 | Investment Management | $5,000 |
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD Service code 28 P.O. BOX 1110 · VALLEY FORGE, PA 194821110 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,927 | $47,180+35.5% | $149,723-57.3% | $74,473-14.2% |
| Participation rate | 94.1% | 63.4%+30.6pp | 78.8%+15.3pp | 70.7%+23.3pp |
| Annual return | 16.47% | 22.75%-6.3pp | 134.50%-118.0pp | 34.36%-17.9pp |
| Employer contribution / active EE | $2,882 | $1,907+51.1% | $4,821-40.2% | $2,638+9.2% |
| Participant deferral / active EE | $4,371 | $2,730+60.1% | $5,682-23.1% | $4,530-3.5% |
| Admin fee / account holder | $135 | $343-60.7% | $13,215-99.0% | $347-61.1% |