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 GROUP3+ years Service code 15 · EIN 06-1053228 | Recordkeeping | $1,590 |
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 | $54,050 | $57,976-6.8% | $63,018-14.2% | $62,293-13.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 74.8%-24.8pp | 69.5%-19.5pp |
| Annual return | 13.08% | 17.54%-4.5pp | 87.62%-74.5pp | 28.90%-15.8pp |
| Employer contribution / active EE | $1,452 | $2,415-39.9% | $2,761-47.4% | $2,042-28.9% |
| Participant deferral / active EE | $2,696 | $2,956-8.8% | $3,330-19.0% | $3,169-14.9% |
| Admin fee / account holder | $4 | $276-98.7% | $3,601-99.9% | $479-99.2% |