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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Service code 15 · EIN 06-1053228 | Recordkeeping | $565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,845 | $51,769-3.7% | $57,356-13.1% | $52,331-4.8% |
| Participation rate | 68.2% | 75.2%-7.1pp | 75.1%-6.9pp | 68.1%+0.1pp |
| Annual return | 2.29% | 2.43%-0.1pp | 24.41%-22.1pp | 4.54%-2.3pp |
| Employer contribution / active EE | $1,644 | $2,335-29.6% | $2,689-38.9% | $1,882-12.7% |
| Participant deferral / active EE | $2,616 | $2,794-6.4% | $3,162-17.3% | $3,022-13.4% |
| Admin fee / account holder | $1 | $295-99.5% | $3,357-100.0% | $592-99.8% |