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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP8 years Service code 12 · EIN 06-1053228 | Consulting (pension); Recordkeeping f... | $12,904 |
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 | $48,250 | $50,860-5.1% | $155,574-69.0% | $77,714-37.9% |
| Participation rate | 51.8% | 63.1%-11.3pp | 78.2%-26.4pp | 70.6%-18.8pp |
| Annual return | 12.90% | 34.86%-22.0pp | 64.87%-52.0pp | 31.26%-18.4pp |
| Employer contribution / active EE | $738 | $1,991-63.0% | $4,676-84.2% | $2,727-73.0% |
| Participant deferral / active EE | $3,054 | $2,825+8.1% | $5,629-45.8% | $4,649-34.3% |
| Admin fee / account holder | $60 | $436-86.2% | $15,914-99.6% | $433-86.1% |