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 | $55,472-41.7% | $155,567-79.2% | $74,546-56.6% |
| Participation rate | 96.4% | 61.9%+34.5pp | 78.2%+18.2pp | 67.2%+29.2pp |
| Annual return | 12.91% | 268.72%-255.8pp | 64.74%-51.8pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $3,168 | $2,269+39.6% | $4,674-32.2% | $2,624+20.7% |
| Participant deferral / active EE | $4,659 | $2,838+64.2% | $5,628-17.2% | $4,347+7.2% |
| Admin fee / account holder | $192 | $1,743-89.0% | $15,916-98.8% | $1,944-90.1% |