Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $15,566 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,259 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,605 | $47,648+8.3% | $130,660-60.5% | $67,579-23.6% |
| Participation rate | 62.8% | 60.4%+2.4pp | 71.7%-8.9pp | 71.3%-8.5pp |
| Annual return | 22.15% | 25.73%-3.6pp | 1709.29%-1687.1pp | 378.56%-356.4pp |
| Employer contribution / active EE | $2,336 | $1,408+65.9% | $4,092-42.9% | $2,148+8.8% |
| Participant deferral / active EE | $4,173 | $2,616+59.5% | $3,603+15.8% | $3,539+17.9% |
| Admin fee / account holder | $83 | $105-20.5% | $5,463-98.5% | $142-41.3% |