Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Service code 12 · EIN 06-1053228 | Consulting (pension); Claims processi... | $7,774 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,079 | $58,275+20.3% | $81,844-14.4% | $80,935-13.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 25.89% | 41.82%-15.9pp | 778.87%-753.0pp | 35.66%-9.8pp |
| Employer contribution / active EE | $4,260 | $2,346+81.6% | $2,916+46.1% | $2,757+54.5% |
| Participant deferral / active EE | $5,133 | $3,285+56.2% | $4,323+18.7% | $4,299+19.4% |
| Admin fee / account holder | $49 | $4,749-99.0% | $7,355-99.3% | $6,924-99.3% |