Filed February 5, 2012 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $53,771 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,064 | $50,919+102.4% | $155,556-33.7% | $77,762+32.5% |
| Participation rate | 62.9% | 63.1%-0.2pp | 78.2%-15.3pp | 70.6%-7.7pp |
| Annual return | 16.24% | 34.84%-18.6pp | 64.84%-48.6pp | 31.27%-15.0pp |
| Employer contribution / active EE | $2,291 | $1,991+15.0% | $4,675-51.0% | $2,728-16.0% |
| Participant deferral / active EE | $4,035 | $2,824+42.9% | $5,631-28.3% | $4,651-13.2% |
| Admin fee / account holder | $156 | $437-64.2% | $15,885-99.0% | $433-63.9% |