Filed February 13, 2024
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Filed as: USI SECURITIES INC Service code 55 | Other Commissions | $19,575 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,363 | $55,446-41.6% | $155,574-79.2% | $74,429-56.5% |
| Participation rate | 96.4% | 61.9%+34.5pp | 78.2%+18.2pp | 67.2%+29.1pp |
| Annual return | 12.91% | 269.20%-256.3pp | 64.87%-52.0pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $3,168 | $2,266+39.8% | $4,676-32.2% | $2,625+20.7% |
| Participant deferral / active EE | $4,659 | $2,836+64.3% | $5,629-17.2% | $4,348+7.1% |
| Admin fee / account holder | $192 | $1,743-89.0% | $15,914-98.8% | $1,944-90.1% |