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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP5 years Service code 12 · EIN 06-1053228 | Recordkeeping fees; Distribution (12b... | $14,318 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,316 | $55,472-86.8% | $155,567-95.3% | $74,546-90.2% |
| Participation rate | 98.4% | 61.9%+36.5pp | 78.2%+20.2pp | 67.2%+31.2pp |
| Annual return | 10.89% | 268.72%-257.8pp | 64.74%-53.8pp | 1366.03%-1355.1pp |
| Employer contribution / active EE | $1,014 | $2,269-55.3% | $4,674-78.3% | $2,624-61.4% |
| Participant deferral / active EE | $1,241 | $2,838-56.3% | $5,628-78.0% | $4,347-71.5% |
| Admin fee / account holder | $59 | $1,743-96.6% | $15,916-99.6% | $1,944-97.0% |