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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $45,099 |
USI CONSULTING GROUP1+ years Service code 12 · EIN 06-1053228 | Trustee (directed); Participant loan ... | $31,028 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,360 | $72,303+56.8% | $86,698+30.8% | $64,824+74.9% |
| Participation rate | 90.7% | 80.4%+10.3pp | 76.6%+14.1pp | 71.5%+19.2pp |
| Annual return | -16.64% | 392.77%-409.4pp | 35.96%-52.6pp | 32.84%-49.5pp |
| Employer contribution / active EE | $3,626 | $2,393+51.5% | $2,837+27.8% | $2,507+44.6% |
| Participant deferral / active EE | $6,007 | $4,660+28.9% | $4,656+29.0% | $4,311+39.3% |
| Admin fee / account holder | $179 | $174+2.7% | $7,492-97.6% | $188-4.9% |