Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Filed as: USI ADVISORS, INC Service code 15 · EIN 06-1397347 | Recordkeeping | $32,139 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,781 |
11 funds of $250K or more; 28 lines in all, holding $19.1M of the plan's $19.2M. From the 2024 filing. Recordkeeper: USI Consulting Group.
Target-date series: American Funds Target Date, mutual fund, 15% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Amerfunds 2050 Targ Dateret R6 Manager not matched · Mutual fund | $3.6M | 18.8% |
| Amerfunds 2040 Targ Dateret R6 Manager not matched · Mutual fund | $3.4M | 17.9% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 1 vintage | $2.9M | 15.3% |
| Amerfunds 2045 Targ Dateret R6 Manager not matched · Mutual fund | $2.7M | 13.9% |
| FID 500 IND Fidelity (FMR) · Other | $1.5M | 8.0% |
| Amerfunds 2035 Targ Dateret R6 Manager not matched · Mutual fund | $1.2M | 6.3% |
| Amerfunds 2060 Targ Dateret R6 Manager not matched · Mutual fund | $887K | 4.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $645K | 3.4% |
| Amerfunds 2025 Targ Dateret R6 Manager not matched · Mutual fund | $411K | 2.2% |
| Amerfunds 2030 Targ Dateret R6 Manager not matched · Mutual fund | $311K | 1.6% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
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.
The auditor signed off without reservation. This is the cleanest opinion.