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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $40,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $28,263 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,054 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,601 | $89,093-0.6% | $102,434-13.5% | $77,736+14.0% |
| Participation rate | 98.7% | 80.9%+17.7pp | 76.5%+22.2pp | 70.6%+28.1pp |
| Annual return | 11.75% | 25.03%-13.3pp | 29.46%-17.7pp | 31.26%-19.5pp |
| Employer contribution / active EE | $3,868 | $2,699+43.3% | $3,023+27.9% | $2,728+41.8% |
| Participant deferral / active EE | $4,655 | $5,147-9.6% | $5,055-7.9% | $4,651+0.1% |
| Admin fee / account holder | $235 | $236-0.4% | $9,462-97.5% | $433-45.8% |