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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 | $78,690-60.4% | $161,489-80.7% | $87,485-64.3% |
| Participation rate | 98.4% | 67.5%+30.9pp | 78.7%+19.7pp | 68.9%+29.4pp |
| Annual return | 17.94% | 32.74%-14.8pp | 89.72%-71.8pp | 26.06%-8.1pp |
| Employer contribution / active EE | $4,234 | $2,588+63.6% | $4,268-0.8% | $2,596+63.1% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $44 | $6,724-99.3% | $16,006-99.7% | $7,775-99.4% |