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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI SECURITIES INC Service code 55 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Other Commissions | $20,650 |
Service code 13 6975 SW SANDBURG RD STE 320 · TIGARD, OR 97223 | Contract Administrator | $14,624 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,025 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $4,301 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $457 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP INC Service code 13 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Contract Administrator | $220 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,049 | $46,688-31.4% | $189,758-83.1% | $69,733-54.0% |
| Participation rate | 77.0% | 61.7%+15.3pp | 79.8%-2.8pp | 62.5%+14.6pp |
| Annual return | 14.30% | 14.35%0pp | 52.62%-38.3pp | 15.22%-0.9pp |
| Employer contribution / active EE | $2,862 | $1,695+68.8% | $4,767-40.0% | $2,250+27.2% |
| Participant deferral / active EE | $2,768 | $2,143+29.2% | $5,856-52.7% | $3,054-9.4% |
| Admin fee / account holder | $118 | $1,700-93.1% | $20,388-99.4% | $3,102-96.2% |