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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6 years Service code 12 · EIN 06-1053228 | Redemption fees; Trustee (directed); ... | $7,727 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,424 | $80,763-67.3% | $102,412-74.2% | $74,459-64.5% |
| Participation rate | 96.6% | 65.7%+30.9pp | 74.5%+22.0pp | 67.2%+29.3pp |
| Annual return | 13.24% | 27.57%-14.3pp | 24.94%-11.7pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $2,724 | $3,160-13.8% | $3,870-29.6% | $2,626+3.7% |
| Participant deferral / active EE | $1,653 | $3,862-57.2% | $5,060-67.3% | $4,350-62.0% |
| Admin fee / account holder | $35 | $2,371-98.5% | $8,388-99.6% | $1,945-98.2% |