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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $47,395 |
USI CONSULTING GROUP2+ years Service code 37 · EIN 06-1053228 | Loan Processing | $17,636 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,797 | $99,201+32.9% | $96,544+36.5% | $74,473+77.0% |
| Participation rate | 90.6% | 80.7%+9.9pp | 76.0%+14.6pp | 70.7%+19.8pp |
| Annual return | 22.45% | 22.40%0pp | 25.88%-3.4pp | 34.36%-11.9pp |
| Employer contribution / active EE | $3,879 | $2,570+50.9% | $2,966+30.8% | $2,638+47.0% |
| Participant deferral / active EE | $6,340 | $4,938+28.4% | $4,851+30.7% | $4,530+39.9% |
| Admin fee / account holder | $140 | $225-37.8% | $8,254-98.3% | $347-59.7% |