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 GROUP2 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $26,923 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,115 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $50,686 | $65,376-22.5% | $87,102-41.8% | $65,185-22.2% |
| Participation rate | 62.7% | 75.3%-12.6pp | 76.9%-14.2pp | 70.2%-7.5pp |
| Annual return | 22.70% | 31.27%-8.6pp | 28.19%-5.5pp | 29.38%-6.7pp |
| Employer contribution / active EE | $2,423 | $1,822+33.0% | $2,521-3.9% | $2,177+11.3% |
| Participant deferral / active EE | $3,843 | $3,388+13.4% | $4,048-5.1% | $3,514+9.4% |
| Admin fee / account holder | $280 | $520-46.0% | $7,491-96.3% | $847-66.9% |