Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Advisory (Participants) | $12,695 |
MORAN KNOBEL2 years Service code 15 · EIN 91-0964302 10900 NE 8TH ST, SUITE 1310 · BELLEVUE, WA 98004 | Recordkeeping | $10,905 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,617 | $80,753-72.0% | $136,298-83.4% | $62,293-63.7% |
| Participation rate | 47.9% | 73.5%-25.6pp | 81.9%-34.0pp | 69.5%-21.6pp |
| Annual return | 36.28% | 35.83%+0.4pp | 5156.27%-5120.0pp | 28.90%+7.4pp |
| Employer contribution / active EE | $1,171 | $2,884-59.4% | $4,696-75.1% | $2,042-42.7% |
| Participant deferral / active EE | $3,762 | $5,164-27.2% | $6,247-39.8% | $3,169+18.7% |
| Admin fee / account holder | $190 | $525-63.8% | $9,244-97.9% | $479-60.3% |