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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,943 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $8,473 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,724 | $65,125-46.7% | $143,797-75.9% | $66,949-48.1% |
| Participation rate | 25.1% | 65.2%-40.1pp | 80.3%-55.2pp | 69.8%-44.7pp |
| Annual return | -16.80% | -11.13%-5.7pp | -0.04%-16.8pp | 1.57%-18.4pp |
| Employer contribution / active EE | $411 | $2,362-82.6% | $4,952-91.7% | $2,545-83.9% |
| Participant deferral / active EE | $1,064 | $2,920-63.6% | $5,638-81.1% | $4,239-74.9% |
| Admin fee / account holder | $284 | $503-43.6% | $14,679-98.1% | $594-52.2% |