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 |
|---|---|---|
USI CONSULTING GROUP1+ years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $7,090 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,566 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,885 | $46,732-44.6% | $156,552-83.5% | $55,167-53.1% |
| Participation rate | 77.2% | 65.8%+11.4pp | 84.0%-6.8pp | 69.0%+8.2pp |
| Annual return | 0.03% | 17.72%-17.7pp | 32.23%-32.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $978 | $2,105-53.5% | $5,501-82.2% | $1,963-50.1% |
| Participant deferral / active EE | $1,794 | $2,204-18.6% | $4,871-63.2% | $3,054-41.3% |
| Admin fee / account holder | $27 | $418-93.6% | $13,028-99.8% | $504-94.7% |