Filed February 13, 2024
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI SECURITIES INC Service code 55 | Other Commissions | $13,877 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO Service code 49 · EIN 71-0294708 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,868 | $65,083-60.3% | $143,788-82.0% | $66,930-61.4% |
| Participation rate | 98.8% | 65.2%+33.6pp | 80.3%+18.4pp | 69.8%+28.9pp |
| Annual return | -14.95% | -11.13%-3.8pp | -0.03%-14.9pp | 1.57%-16.5pp |
| Employer contribution / active EE | $2,924 | $2,361+23.8% | $4,952-40.9% | $2,545+14.9% |
| Participant deferral / active EE | $4,066 | $2,920+39.3% | $5,638-27.9% | $4,238-4.1% |
| Admin fee / account holder | $153 | $502-69.6% | $14,675-99.0% | $593-74.3% |