Filed February 4, 2025
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Service code 65 · EIN 06-1053228 | Account Maintenance | $54,050 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,475 | $88,890+63.7% | $102,423+42.0% | $77,643+87.4% |
| Participation rate | 95.9% | 80.9%+15.0pp | 76.5%+19.4pp | 70.6%+25.3pp |
| Annual return | 9.62% | 24.98%-15.4pp | 29.32%-19.7pp | 31.24%-21.6pp |
| Employer contribution / active EE | $5,050 | $2,698+87.2% | $3,023+67.0% | $2,726+85.3% |
| Participant deferral / active EE | $6,369 | $5,145+23.8% | $5,053+26.0% | $4,647+37.0% |
| Admin fee / account holder | $161 | $235-31.5% | $9,451-98.3% | $430-62.5% |