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 GROUP9 years Service code 12 · EIN 06-1053228 | Claims processing; Finders' fees / pl... | $15,734 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,362 | $46,464-0.2% | $150,298-69.2% | $79,634-41.8% |
| Participation rate | 52.8% | 57.0%-4.2pp | 77.8%-25.0pp | 62.5%-9.7pp |
| Annual return | 10.57% | 27.89%-17.3pp | 62.79%-52.2pp | 36.46%-25.9pp |
| Employer contribution / active EE | $791 | $1,512-47.6% | $4,154-80.9% | $2,529-68.7% |
| Participant deferral / active EE | $3,504 | $2,157+62.5% | $5,453-35.7% | $3,835-8.6% |
| Admin fee / account holder | $67 | $891-92.5% | $14,116-99.5% | $1,002-93.3% |