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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 12 · EIN 06-1053228 | Valuation (appraisals, etc.); Distrib... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $90,689 | $60,795+49.2% | $69,483+30.5% | $65,186+39.1% |
| Participation rate | 68.2% | 74.9%-6.6pp | 74.6%-6.4pp | 70.2%-2.0pp |
| Annual return | 77.59% | 17.46%+60.1pp | 28.99%+48.6pp | 29.39%+48.2pp |
| Employer contribution / active EE | $2,519 | $2,452+2.7% | $2,780-9.4% | $2,177+15.7% |
| Participant deferral / active EE | $2,059 | $3,162-34.9% | $3,537-41.8% | $3,514-41.4% |
| Admin fee / account holder | $0 | $314-100.0% | $3,841-100.0% | $847-100.0% |