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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP INC Service code 49 · EIN 06-1053228 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,338 | $299,959-98.2% | $185,849-97.1% | - |
| Participation rate | 59.6% | 61.2%-1.6pp | 81.7%-22.1pp | - |
| Annual return | 10.41% | 9.80%+0.6pp | 122.10%-111.7pp | - |
| Employer contribution / active EE | $0 | $1,731-100.0% | $5,169-100.0% | - |
| Participant deferral / active EE | $1,570 | $2,385-34.2% | $5,569-71.8% | - |
| Admin fee / account holder | $149 | $47,864-99.7% | $16,244-99.1% | - |