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 GROUP5+ years Service code 15 · EIN 06-1053228 | Recordkeeping | $2,834 |
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 | $58,541 | $60,795-3.7% | $69,483-15.7% | $65,186-10.2% |
| Participation rate | 16.6% | 74.9%-58.3pp | 74.6%-58.0pp | 70.2%-53.6pp |
| Annual return | 16.07% | 17.46%-1.4pp | 28.99%-12.9pp | 29.39%-13.3pp |
| Employer contribution / active EE | $1,568 | $2,452-36.0% | $2,780-43.6% | $2,177-28.0% |
| Participant deferral / active EE | $2,670 | $3,162-15.6% | $3,537-24.5% | $3,514-24.0% |
| Admin fee / account holder | $6 | $314-97.9% | $3,841-99.8% | $847-99.2% |