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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 | $86,050-63.8% | $189,758-83.6% | $94,015-66.8% |
| Participation rate | 98.4% | 68.9%+29.5pp | 79.8%+18.6pp | 70.8%+27.5pp |
| Annual return | 17.94% | 17.77%+0.2pp | 52.62%-34.7pp | 17.84%+0.1pp |
| Employer contribution / active EE | $4,234 | $2,819+50.2% | $4,767-11.2% | $2,790+51.7% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $44 | $6,627-99.3% | $20,388-99.8% | $8,951-99.5% |