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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Service code 12 · EIN 06-1053228 | Consulting (pension); Valuation (appr... | $14,686 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,262 | $61,125+31.3% | $94,057-14.7% | $87,485-8.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 13.14% | 35.20%-22.1pp | 480.62%-467.5pp | 26.06%-12.9pp |
| Employer contribution / active EE | $3,936 | $2,136+84.2% | $2,933+34.2% | $2,596+51.6% |
| Participant deferral / active EE | $5,190 | $3,260+59.2% | $4,709+10.2% | $4,274+21.4% |
| Admin fee / account holder | $47 | $5,629-99.2% | $7,244-99.4% | $7,775-99.4% |