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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6 years Service code 65 · EIN 06-1053228 | Account Maintenance | $23,802 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $10,613 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,036 | $77,472-18.6% | $100,415-37.2% | $80,959-22.1% |
| Participation rate | 97.7% | 76.9%+20.8pp | 81.5%+16.2pp | 67.7%+30.1pp |
| Annual return | 12.85% | 37.26%-24.4pp | 49.47%-36.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $3,291 | $2,800+17.5% | $3,943-16.5% | $2,757+19.4% |
| Participant deferral / active EE | $9,184 | $6,818+34.7% | $8,091+13.5% | $4,300+113.6% |
| Admin fee / account holder | $154 | $5,885-97.4% | $7,906-98.1% | $6,925-97.8% |