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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 13 · EIN 06-1053228 | Contract Administrator | $5,940 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,192 | $95,417+11.3% | $135,974-21.9% | $74,460+42.6% |
| Participation rate | 96.4% | 78.2%+18.2pp | 81.9%+14.5pp | 70.7%+25.7pp |
| Annual return | 19.98% | 32.76%-12.8pp | 68.30%-48.3pp | 34.38%-14.4pp |
| Employer contribution / active EE | $6,919 | $3,878+78.4% | $4,859+42.4% | $2,638+162.3% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $8 | $266-97.0% | $10,767-99.9% | $348-97.7% |