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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP5 years Service code 12 · EIN 06-1053228 | Trustee (directed); Valuation (apprai... | $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 | $55,437-86.8% | $155,534-95.3% | $74,459-90.2% |
| Participation rate | 98.4% | 61.9%+36.5pp | 78.2%+20.1pp | 67.2%+31.1pp |
| Annual return | 10.89% | 269.58%-258.7pp | 64.92%-54.0pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $1,014 | $2,266-55.3% | $4,675-78.3% | $2,626-61.4% |
| Participant deferral / active EE | $1,241 | $2,837-56.3% | $5,630-78.0% | $4,350-71.5% |
| Admin fee / account holder | $59 | $1,742-96.6% | $15,900-99.6% | $1,945-97.0% |