Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP8 years Service code 12 · EIN 06-1053228 | Recordkeeping fees; Valuation (apprai... | $34,386 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,933 | $65,946-48.5% | $81,783-58.5% | $77,671-56.3% |
| Participation rate | 88.1% | 65.8%+22.3pp | 72.4%+15.7pp | 70.6%+17.5pp |
| Annual return | 11.02% | 26.65%-15.6pp | 775.05%-764.0pp | 31.21%-20.2pp |
| Employer contribution / active EE | $2,195 | $2,371-7.4% | $2,913-24.6% | $2,726-19.5% |
| Participant deferral / active EE | $3,436 | $3,507-2.0% | $4,320-20.5% | $4,648-26.1% |
| Admin fee / account holder | $43 | $527-91.8% | $7,380-99.4% | $430-89.9% |