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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $36,311 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,036 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $102,938-100.0% | $94,105-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 74.6%-74.6pp | 71.9%-71.9pp | 79.9%-79.9pp |
| Annual return | -91.89% | 250.28%-342.2pp | 204.55%-296.4pp | 145.39%-237.3pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $3,881-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $6,600-100.0% | $6,199-100.0% | $12,562-100.0% |