Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $154,673 |
MORNINGSTAR5+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $62,126 |
USI CONSULTING GROUP3 years Filed as: USI INSURANCE SERVICES Service code 99 · EIN 76-0206321 | Other Fees | $55,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,221 | $74,347+197.5% | $93,621+136.3% | $67,579+227.4% |
| Participation rate | 96.7% | 80.6%+16.1pp | 75.8%+20.9pp | 71.3%+25.5pp |
| Annual return | 17.79% | 28.07%-10.3pp | 32.76%-15.0pp | 378.56%-360.8pp |
| Employer contribution / active EE | $11,270 | $2,583+336.3% | $2,719+314.5% | $2,148+424.7% |
| Participant deferral / active EE | $10,197 | $4,060+151.1% | $4,070+150.6% | $3,539+188.1% |
| Admin fee / account holder | $371 | $123+202.1% | $7,890-95.3% | $142+160.5% |