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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 99 · EIN 06-1397347 | Other Fees | $26,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,274 | $64,705+51.9% | $62,929+56.2% | $67,986+44.6% |
| Participation rate | 97.2% | 65.6%+31.6pp | 73.1%+24.1pp | 57.2%+40.0pp |
| Annual return | 12.61% | 20.31%-7.7pp | 1063.93%-1051.3pp | 31.67%-19.1pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,802 | $3,198+18.9% | $3,888-2.2% | $3,358+13.2% |
| Admin fee / account holder | $337 | $1,428-76.4% | $5,065-93.3% | $3,203-89.5% |