Filed January 25, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 060334456 | Advisory (Plan) | $31,283 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,799 | $109,359-66.4% | $162,185-77.3% | $72,976-49.6% |
| Participation rate | 88.0% | 84.3%+3.7pp | 87.6%+0.4pp | 69.5%+18.5pp |
| Annual return | 23.52% | 25.46%-1.9pp | 115.61%-92.1pp | 81.02%-57.5pp |
| Employer contribution / active EE | $2,425 | $3,907-37.9% | $5,613-56.8% | $2,440-0.6% |
| Participant deferral / active EE | $2,125 | $5,481-61.2% | $7,297-70.9% | $3,608-41.1% |
| Admin fee / account holder | $262 | $7,972-96.7% | $10,844-97.6% | $5,124-94.9% |