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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $86,594 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,674 | $54,193-61.9% | $93,606-77.9% | $77,643-73.4% |
| Participation rate | 60.4% | 63.9%-3.5pp | 68.7%-8.3pp | 70.6%-10.2pp |
| Annual return | 12.76% | 30.54%-17.8pp | 133.20%-120.4pp | 31.24%-18.5pp |
| Employer contribution / active EE | $767 | $1,168-34.3% | $2,420-68.3% | $2,726-71.9% |
| Participant deferral / active EE | $1,409 | $3,144-55.2% | $4,411-68.1% | $4,647-69.7% |
| Admin fee / account holder | $203 | $576-64.8% | $8,285-97.6% | $430-52.9% |