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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Account... | $86,377 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS Service code 16 · EIN 06-1397347 | Consulting | $35,302 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $115,755 | $56,540+104.7% | $185,849-37.7% | $86,821+33.3% |
| Participation rate | 61.4% | 65.5%-4.1pp | 81.7%-20.3pp | 72.3%-10.9pp |
| Annual return | 11.91% | 118.20%-106.3pp | 122.10%-110.2pp | 97.94%-86.0pp |
| Employer contribution / active EE | $2,475 | $1,844+34.2% | $5,169-52.1% | $2,406+2.9% |
| Participant deferral / active EE | $2,889 | $2,555+13.1% | $5,569-48.1% | $4,132-30.1% |
| Admin fee / account holder | $558 | $150+272.9% | $16,244-96.6% | $170+229.1% |