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 GROUP5 years Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $13,366 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,693 | $65,582+67.3% | $64,097+71.1% | $71,529+53.4% |
| Participation rate | 72.0% | 73.2%-1.2pp | 72.3%-0.3pp | 67.9%+4.1pp |
| Annual return | 17.07% | 18.96%-1.9pp | 33.75%-16.7pp | 28.97%-11.9pp |
| Employer contribution / active EE | $3,533 | $2,671+32.3% | $2,750+28.5% | $2,590+36.4% |
| Participant deferral / active EE | $5,870 | $3,628+61.8% | $3,881+51.2% | $4,291+36.8% |
| Admin fee / account holder | $59 | $616-90.4% | $3,070-98.1% | $1,588-96.3% |