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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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,262 | $64,920+23.6% | $103,693-22.6% | $86,983-7.7% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 13.14% | 30.29%-17.1pp | 47.61%-34.5pp | 25.83%-12.7pp |
| Employer contribution / active EE | $3,936 | $2,141+83.8% | $2,920+34.8% | $2,584+52.3% |
| Participant deferral / active EE | $5,190 | $3,241+60.1% | $4,579+13.3% | $4,194+23.7% |
| Admin fee / account holder | $47 | $6,191-99.2% | $7,858-99.4% | $7,856-99.4% |