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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP11+ years Service code 12 · EIN 06-1053228 | Participant loan processing; Finders'... | $7,335 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,807 | $106,584+17.1% | $101,326+23.2% | $142,382-12.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 4.74% | 36.93%-32.2pp | 36.82%-32.1pp | 217.08%-212.3pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $24,995 | $8,297+201.3% | $7,994+212.7% | $6,507+284.1% |
| Admin fee / account holder | $116 | $11,446-99.0% | $11,185-99.0% | $12,624-99.1% |