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 |
|---|---|---|
USI CONSULTING GROUP2+ years Service code 12 · EIN 06-1053228 | Account maintenance fees; Sub-transfe... | $7,679 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $72 |
TIAA1 year Filed as: TIAA-CREF Service code 62 · EIN 13-1624203 | Float revenue | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,052 | $57,976+51.9% | $63,018+39.7% | $62,293+41.4% |
| Participation rate | 60.4% | 75.9%-15.5pp | 74.8%-14.4pp | 69.5%-9.1pp |
| Annual return | 11.60% | 17.54%-5.9pp | 87.62%-76.0pp | 28.90%-17.3pp |
| Employer contribution / active EE | $6,828 | $2,415+182.8% | $2,761+147.3% | $2,042+234.4% |
| Participant deferral / active EE | $6,159 | $2,956+108.4% | $3,330+85.0% | $3,169+94.3% |
| Admin fee / account holder | $20 | $276-92.8% | $3,601-99.5% | $479-95.9% |