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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6 years Service code 12 · EIN 06-1053228 | Consulting (pension); Account mainten... | $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 | $69,774+68.4% | $67,575+73.9% | $74,459+57.8% |
| Participation rate | 66.4% | 71.4%-5.0pp | 72.9%-6.5pp | 67.2%-0.8pp |
| Annual return | 13.72% | -40.53%+54.3pp | 3528.98%-3515.3pp | 1369.70%-1356.0pp |
| Employer contribution / active EE | $3,779 | $2,710+39.4% | $2,736+38.1% | $2,626+43.9% |
| Participant deferral / active EE | $6,304 | $3,636+73.4% | $4,003+57.5% | $4,350+44.9% |
| Admin fee / account holder | $91 | $890-89.8% | $3,993-97.7% | $1,945-95.3% |