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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $231,226 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $29,942 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,718 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $7,621 | $55,527-86.3% | $81,783-90.7% | $199,768-96.2% |
| Participation rate | 69.7% | 62.7%+6.9pp | 72.4%-2.7pp | 72.0%-2.4pp |
| Annual return | 14.42% | 19.58%-5.2pp | 775.05%-760.6pp | 34.26%-19.8pp |
| Employer contribution / active EE | $0 | $2,111-100.0% | $2,913-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $1,220 | $3,296-63.0% | $4,320-71.8% | $5,090-76.0% |
| Admin fee / account holder | $73 | $347-78.9% | $7,380-99.0% | $269-72.8% |