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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP10+ years Service code 12 · EIN 06-1053228 | Account maintenance fees; Redemption ... | $8,558 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,438 | $69,774-0.5% | $67,575+2.8% | $74,459-6.7% |
| Participation rate | 71.4% | 71.4%0pp | 72.9%-1.5pp | 67.2%+4.2pp |
| Annual return | 12.17% | -40.53%+52.7pp | 3528.98%-3516.8pp | 1369.70%-1357.5pp |
| Employer contribution / active EE | $1,546 | $2,710-43.0% | $2,736-43.5% | $2,626-41.1% |
| Participant deferral / active EE | $3,058 | $3,636-15.9% | $4,003-23.6% | $4,350-29.7% |
| Admin fee / account holder | $22 | $890-97.6% | $3,993-99.5% | $1,945-98.9% |