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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6 years Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $18,935 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,531 | $69,745+68.5% | $67,511+74.1% | $74,546+57.7% |
| Participation rate | 66.4% | 71.3%-4.9pp | 72.9%-6.5pp | 67.2%-0.8pp |
| Annual return | 13.72% | -40.37%+54.1pp | 3517.41%-3503.7pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $3,779 | $2,705+39.7% | $2,733+38.3% | $2,624+44.0% |
| Participant deferral / active EE | $6,304 | $3,636+73.4% | $4,000+57.6% | $4,347+45.0% |
| Admin fee / account holder | $91 | $894-89.8% | $3,999-97.7% | $1,944-95.3% |