Filed February 25, 2022
Total covered: 250 employees
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP9 years Service code 12 · EIN 06-1053228 | Recordkeeping fees; Claims processing... | $4,259 |
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 | $35,569 | $50,919-30.1% | $155,556-77.1% | $77,762-54.3% |
| Participation rate | 43.1% | 63.1%-20.0pp | 78.2%-35.2pp | 70.6%-27.5pp |
| Annual return | 12.70% | 34.84%-22.1pp | 64.84%-52.1pp | 31.27%-18.6pp |
| Employer contribution / active EE | $453 | $1,991-77.3% | $4,675-90.3% | $2,728-83.4% |
| Participant deferral / active EE | $1,562 | $2,824-44.7% | $5,631-72.3% | $4,651-66.4% |
| Admin fee / account holder | $60 | $437-86.2% | $15,885-99.6% | $433-86.1% |