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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Service code 12 · EIN 06-1053228 | Consulting (pension); Recordkeeping a... | $11,483 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,088 | $57,330+11.8% | $86,656-26.0% | $75,177-14.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.87% | 2675.40%-2660.5pp | 593.09%-578.2pp | 160.75%-145.9pp |
| Employer contribution / active EE | $4,107 | $2,316+77.3% | $3,025+35.8% | $2,671+53.8% |
| Participant deferral / active EE | $5,289 | $3,320+59.3% | $4,439+19.1% | $4,126+28.2% |
| Admin fee / account holder | $53 | $4,115-98.7% | $5,619-99.1% | $5,651-99.1% |