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 GROUP3 years Filed as: USI CONSULTING Service code 11 · EIN 06-1053228 | Actuarial | $49,874 |
Service code 29 · EIN 26-0873462 | Legal | $33,332 |
BERDON LLP5+ years Service code 10 · EIN 13-0485070 | Accounting | $18,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $293,167-100.0% | $373,805-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 39.4%-39.4pp | 18.9%-18.9pp | 43.0%-43.0pp |
| Annual return | -5.37% | 8.90%-14.3pp | 9.52%-14.9pp | 259.14%-264.5pp |
| Employer contribution / active EE | $0 | $50,076-100.0% | $41,951-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $16-100.0% | $18-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $1,317-100.0% | $1,512-100.0% | $21,546-100.0% |