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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $5,845 |
Service code 37 · EIN 04-2647786 | Loan Processing | $110 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,190 | $76,407-59.2% | $150,298-79.2% | $82,448-62.2% |
| Participation rate | 98.4% | 66.4%+32.0pp | 77.8%+20.6pp | 68.1%+30.3pp |
| Annual return | 17.94% | 39.99%-22.1pp | 62.79%-44.9pp | 41.64%-23.7pp |
| Employer contribution / active EE | $4,234 | $2,614+62.0% | $4,154+1.9% | $2,551+66.0% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $44 | $6,352-99.3% | $14,116-99.7% | $7,234-99.4% |