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 GROUP5+ years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $15,977 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,625 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,769 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,149 | $69,159-8.7% | $125,192-49.6% | $67,579-6.6% |
| Participation rate | 96.9% | 78.2%+18.7pp | 79.8%+17.1pp | 71.3%+25.6pp |
| Annual return | 26.54% | 27.12%-0.6pp | 43.79%-17.3pp | 378.56%-352.0pp |
| Employer contribution / active EE | $2,536 | $2,023+25.3% | $3,866-34.4% | $2,148+18.1% |
| Participant deferral / active EE | $4,084 | $3,700+10.4% | $4,937-17.3% | $3,539+15.4% |
| Admin fee / account holder | $41 | $142-70.9% | $9,704-99.6% | $142-71.0% |