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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Filed as: USI SECURITIES INC Service code 53 · EIN 06-1493970 | Insurance Commissions | $17,116 |
Service code 15 · EIN 04-1590850 | Recordkeeping | $5,074 |
USI CONSULTING GROUP1+ years Filed as: USI CONSULTING GROUP INC Service code 13 | Contract Administrator | $3,159 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,580 | $99,957-78.4% | $149,745-85.6% | $73,497-70.6% |
| Participation rate | 56.1% | 75.7%-19.6pp | 82.5%-26.4pp | 70.7%-14.6pp |
| Annual return | 0.00% | 53.87%-53.9pp | 276.72%-276.7pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,063 | $3,191-66.7% | $4,646-77.1% | $2,270-53.2% |
| Participant deferral / active EE | $1,856 | $6,073-69.4% | $6,843-72.9% | $3,740-50.4% |
| Admin fee / account holder | $67 | $551-87.9% | $9,312-99.3% | $513-87.0% |