Filed February 25, 2022
Total covered: 250 employees
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP8 years Service code 12 · EIN 06-1053228 | Consulting (pension); Redemption fees... | $13,698 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,770 | $47,135-36.8% | $149,717-80.1% | $74,440-60.0% |
| Participation rate | 44.8% | 63.4%-18.6pp | 78.8%-34.0pp | 70.7%-26.0pp |
| Annual return | 17.99% | 22.75%-4.8pp | 134.41%-116.4pp | 34.37%-16.4pp |
| Employer contribution / active EE | $123 | $1,906-93.6% | $4,820-97.5% | $2,638-95.3% |
| Participant deferral / active EE | $1,370 | $2,728-49.8% | $5,682-75.9% | $4,529-69.7% |
| Admin fee / account holder | $59 | $343-82.8% | $13,213-99.6% | $348-83.0% |