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 GROUP9+ years Service code 51 · EIN 06-1053228 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Investment Mgmt Fees | $48,092 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,248-100.0% | $270,286-100.0% | $1,248-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 93.3%-93.3pp | 10.0%-10.0pp |
| Annual return | 2.56% | 16.71%-14.1pp | 2.13%+0.4pp | 16.71%-14.1pp |
| Employer contribution / active EE | $0 | $2,871-100.0% | $10,655-100.0% | $2,871-100.0% |
| Participant deferral / active EE | $7,906 | $4,017+96.8% | $3,981+98.6% | $4,017+96.8% |
| Admin fee / account holder | $0 | $111-100.0% | $13,990-100.0% | $111-100.0% |