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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Service code 12 · EIN 06-1053228 | Trustee (directed); Distribution (12b... | $14,686 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,262 | $69,590+15.3% | $136,867-41.4% | $94,015-14.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 13.14% | 19.62%-6.5pp | 42.97%-29.8pp | 17.84%-4.7pp |
| Employer contribution / active EE | $3,936 | $2,396+64.2% | $3,547+11.0% | $2,790+41.1% |
| Participant deferral / active EE | $5,190 | $3,437+51.0% | $4,924+5.4% | $4,249+22.1% |
| Admin fee / account holder | $47 | $8,912-99.5% | $10,340-99.5% | $8,951-99.5% |