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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Service code 12 · EIN 06-1053228 | Valuation (appraisals, etc.); Sub-tra... | $24,883 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,436 | $81,233-76.1% | $155,567-87.5% | $80,874-76.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.52% | 33.33%-21.8pp | 64.74%-53.2pp | 35.62%-24.1pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,458 | $3,452+0.2% | $5,628-38.5% | $4,297-19.5% |
| Admin fee / account holder | $156 | $7,998-98.0% | $15,916-99.0% | $6,935-97.7% |