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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 | $45,343-29.3% | $150,298-78.7% | $67,986-52.9% |
| Participation rate | 77.0% | 51.9%+25.2pp | 77.8%-0.7pp | 57.2%+19.8pp |
| Annual return | 14.30% | 33.28%-19.0pp | 62.79%-48.5pp | 31.67%-17.4pp |
| Employer contribution / active EE | $2,862 | $1,462+95.8% | $4,154-31.1% | $2,019+41.8% |
| Participant deferral / active EE | $2,768 | $2,055+34.7% | $5,453-49.2% | $3,358-17.6% |
| Admin fee / account holder | $118 | $2,250-94.8% | $14,116-99.2% | $3,203-96.3% |