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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Service code 15 · EIN 06-1053228 | Recordkeeping | $695 |
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 | $49,215 | $52,467-6.2% | $57,196-14.0% | $55,167-10.8% |
| Participation rate | 68.9% | 75.8%-6.9pp | 75.3%-6.4pp | 69.0%-0.1pp |
| Annual return | 5.59% | 7.72%-2.1pp | 14.59%-9.0pp | 169.23%-163.6pp |
| Employer contribution / active EE | $1,568 | $2,477-36.7% | $2,683-41.5% | $1,963-20.1% |
| Participant deferral / active EE | $2,510 | $2,830-11.3% | $3,096-18.9% | $3,054-17.8% |
| Admin fee / account holder | $2 | $269-99.4% | $3,141-99.9% | $504-99.7% |