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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP10+ years Service code 12 · EIN 06-1053228 | Consulting (pension); Finders' fees /... | $1,728 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,312 | $55,902-90.5% | $76,030-93.0% | $80,959-93.4% |
| Participation rate | 77.8% | 62.1%+15.7pp | 69.1%+8.7pp | 67.7%+10.1pp |
| Annual return | 14.07% | 20.59%-6.5pp | 361.54%-347.5pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,922 | $1,867+3.0% | $2,688-28.5% | $2,757-30.3% |
| Participant deferral / active EE | $2,958 | $3,051-3.0% | $4,257-30.5% | $4,300-31.2% |
| Admin fee / account holder | $8 | $5,239-99.8% | $6,421-99.9% | $6,925-99.9% |