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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Filed as: USI SECURITIES INC Service code 53 · EIN 06-1493970 | Insurance Commissions | $11,101 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $465 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,959 | $53,412+16.0% | $68,509-9.6% | $52,331+18.4% |
| Participation rate | 77.7% | 71.7%+6.0pp | 74.7%+2.9pp | 68.1%+9.5pp |
| Annual return | 2.08% | 3.42%-1.3pp | 8.27%-6.2pp | 4.54%-2.5pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,278-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,289 | $2,688-14.8% | $3,382-32.3% | $3,022-24.3% |
| Admin fee / account holder | $3 | $461-99.4% | $5,275-99.9% | $592-99.5% |