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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Valua... | $314 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,094 | $37,044-94.3% | $71,796-97.1% | $57,658-96.4% |
| Participation rate | 47.8% | 61.1%-13.3pp | 69.1%-21.3pp | 70.2%-22.5pp |
| Annual return | 0.00% | 12.64%-12.6pp | 78.04%-78.0pp | 5.13%-5.1pp |
| Employer contribution / active EE | $505 | $720-29.8% | $1,924-73.7% | $1,974-74.4% |
| Participant deferral / active EE | $724 | $1,974-63.3% | $2,794-74.1% | $3,061-76.3% |
| Admin fee / account holder | $1 | $101-98.8% | $4,815-100.0% | $95-98.7% |