Filed November 16, 2017
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 15 · EIN 06-1053228 | Recordkeeping | $8,898 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,811 | $111,491-55.3% | $189,513-73.7% | $86,799-42.6% |
| Participation rate | 76.9% | 87.3%-10.4pp | 87.8%-10.9pp | 72.3%+4.6pp |
| Annual return | 18.32% | 83.50%-65.2pp | 555.15%-536.8pp | 97.91%-79.6pp |
| Employer contribution / active EE | $2,506 | $3,951-36.6% | $6,162-59.3% | $2,405+4.2% |
| Participant deferral / active EE | $3,814 | $6,437-40.7% | $8,221-53.6% | $4,131-7.7% |
| Admin fee / account holder | $32 | $189-83.0% | $12,045-99.7% | $170-81.1% |