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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 | $41,016-21.9% | $152,093-78.9% | $64,097-50.0% |
| Participation rate | 77.0% | 51.3%+25.7pp | 77.8%-0.7pp | 55.2%+21.8pp |
| Annual return | 14.30% | 39.60%-25.3pp | 66.36%-52.1pp | 34.64%-20.3pp |
| Employer contribution / active EE | $2,862 | $1,342+113.2% | $4,175-31.5% | $1,891+51.3% |
| Participant deferral / active EE | $2,768 | $1,927+43.6% | $5,451-49.2% | $3,080-10.1% |
| Admin fee / account holder | $118 | $2,305-94.9% | $14,497-99.2% | $3,454-96.6% |