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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Service code 12 · EIN 06-1053228 | Valuation (appraisals, etc.); Sub-tra... | $14,686 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,262 | $51,638+55.4% | $68,368+17.4% | $82,448-2.7% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 13.14% | 37.53%-24.4pp | 292.57%-279.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $3,936 | $2,047+92.3% | $2,649+48.6% | $2,551+54.3% |
| Participant deferral / active EE | $5,190 | $2,914+78.1% | $4,123+25.9% | $4,139+25.4% |
| Admin fee / account holder | $47 | $4,643-99.0% | $5,150-99.1% | $7,234-99.4% |