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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3+ years Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $149,939 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,612 | $81,301+18.8% | $76,030+27.1% | $200,096-51.7% |
| Participation rate | 96.0% | 70.1%+26.0pp | 69.1%+27.0pp | 72.0%+24.0pp |
| Annual return | 13.58% | 16.31%-2.7pp | 361.54%-348.0pp | 34.26%-20.7pp |
| Employer contribution / active EE | $2,277 | $3,352-32.1% | $2,688-15.3% | $3,038-25.0% |
| Participant deferral / active EE | $7,220 | $4,721+52.9% | $4,257+69.6% | $5,090+41.8% |
| Admin fee / account holder | $64 | $145-56.0% | $6,421-99.0% | $269-76.3% |