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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Service code 12 · EIN 06-1053228 | Recordkeeping fees; Recordkeeping and... | $12,501 |
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 | $72,446 | $101,591-28.7% | $147,096-50.7% | $74,429-2.7% |
| Participation rate | 93.4% | 75.5%+17.8pp | 82.2%+11.2pp | 67.2%+26.2pp |
| Annual return | 11.99% | 8746.45%-8734.5pp | 419.75%-407.8pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $2,285 | $3,813-40.1% | $4,936-53.7% | $2,625-13.0% |
| Participant deferral / active EE | $6,898 | $7,302-5.5% | $8,071-14.5% | $4,348+58.6% |
| Admin fee / account holder | $88 | $1,750-95.0% | $13,005-99.3% | $1,944-95.5% |