Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $95,164 |
USI CONSULTING GROUP3 years Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $62,961 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,718 | $49,940+17.6% | $95,740-38.7% | $74,460-21.1% |
| Participation rate | 94.5% | 66.8%+27.7pp | 72.3%+22.2pp | 70.7%+23.7pp |
| Annual return | 28.53% | 24.92%+3.6pp | 28.41%+0.1pp | 34.38%-5.9pp |
| Employer contribution / active EE | $2,038 | $1,639+24.3% | $2,836-28.2% | $2,638-22.8% |
| Participant deferral / active EE | $7,250 | $3,753+93.2% | $4,244+70.8% | $4,530+60.0% |
| Admin fee / account holder | $249 | $300-16.8% | $5,676-95.6% | $348-28.3% |