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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Service code 12 · EIN 06-1053228 | Claims processing; Participant loan p... | $19,994 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,572 | $74,188-26.4% | $115,756-52.9% | $64,819-15.8% |
| Participation rate | 61.3% | 76.2%-14.9pp | 77.1%-15.7pp | 71.5%-10.1pp |
| Annual return | -19.57% | -11.81%-7.8pp | 143.14%-162.7pp | 32.84%-52.4pp |
| Employer contribution / active EE | $1,462 | $3,365-56.6% | $3,793-61.5% | $2,507-41.7% |
| Participant deferral / active EE | $4,459 | $5,294-15.8% | $6,254-28.7% | $4,311+3.4% |
| Admin fee / account holder | $94 | $148-36.7% | $8,124-98.8% | $188-50.0% |