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 GROUP6+ years Service code 12 · EIN 06-1053228 | Consulting (pension); Participant loa... | $5,920 |
Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
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 | $55,016 | $91,167-39.7% | $178,498-69.2% | $79,858-31.1% |
| Participation rate | 98.0% | 69.2%+28.8pp | 81.9%+16.1pp | 69.6%+28.4pp |
| Annual return | 20.48% | 24.19%-3.7pp | 151.09%-130.6pp | 31.72%-11.2pp |
| Employer contribution / active EE | $2,756 | $3,255-15.3% | $5,011-45.0% | $2,471+11.5% |
| Participant deferral / active EE | $3,358 | $3,236+3.8% | $5,202-35.5% | $3,740-10.2% |
| Admin fee / account holder | $60 | $6,747-99.1% | $13,985-99.6% | $5,306-98.9% |