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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 51 · EIN 06-1397347 | Investment Mgmt Fees | $17,200 |
PETERSON SULLIVAN LLP1 year Service code 10 · EIN 91-0605875 | Accounting | $9,500 |
MORAN KNOBEL2 years Service code 15 · EIN 91-0964302 | Recordkeeping | $8,219 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,499 | $60,795-61.3% | $69,461-66.2% | $65,185-63.9% |
| Participation rate | 56.6% | 74.9%-18.3pp | 74.6%-18.0pp | 70.2%-13.6pp |
| Annual return | 19.52% | 17.46%+2.1pp | 28.97%-9.5pp | 29.38%-9.9pp |
| Employer contribution / active EE | $779 | $2,452-68.2% | $2,779-72.0% | $2,177-64.2% |
| Participant deferral / active EE | $2,338 | $3,162-26.1% | $3,536-33.9% | $3,514-33.5% |
| Admin fee / account holder | $288 | $314-8.3% | $3,840-92.5% | $847-66.0% |