Filed May 20, 2019
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Service code 15 · EIN 06-1053228 3900 N. MCCORD RD. · TOLEDO, OH 43625 | Recordkeeping | $15,875 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,375 | $91,439+225.2% | $135,974+118.7% | $71,511+315.8% |
| Participation rate | 92.9% | 75.7%+17.2pp | 81.9%+10.9pp | 67.9%+24.9pp |
| Annual return | 13.79% | 29.90%-16.1pp | 68.30%-54.5pp | 28.86%-15.1pp |
| Employer contribution / active EE | $6,540 | $3,705+76.5% | $4,859+34.6% | $2,589+152.6% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $79 | $1,267-93.8% | $10,767-99.3% | $1,588-95.0% |