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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $25,049 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,200 | $118,496-94.8% | $98,461-93.7% | $139,466-95.6% |
| Participation rate | 0.0% | 77.5%-77.5pp | 75.2%-75.2pp | 80.3%-80.3pp |
| Annual return | 5.69% | 18.96%-13.3pp | 21.17%-15.5pp | 373.66%-368.0pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,578 | $14,056-74.5% | $8,961-60.1% | $11,409-68.6% |