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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Service code 12 · EIN 06-1053228 | Recordkeeping fees; Finders' fees / p... | $24,883 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,436 | $81,358-76.1% | $155,556-87.5% | $80,959-76.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.52% | 33.39%-21.9pp | 64.84%-53.3pp | 35.67%-24.1pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,458 | $3,455+0.1% | $5,631-38.6% | $4,300-19.6% |
| Admin fee / account holder | $156 | $7,994-98.0% | $15,885-99.0% | $6,925-97.7% |