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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Filed as: USI ADVISORS,INC. Service code 99 · EIN 06-1397347 | Other Fees | $22,556 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $12,532 |
Service code 99 · EIN 11-1000111 | Other Fees | $9,700 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,203 | $84,482-3.9% | $125,363-35.2% | $66,930+21.3% |
| Participation rate | 98.6% | 76.4%+22.2pp | 82.4%+16.2pp | 69.8%+28.8pp |
| Annual return | -16.48% | -8.49%-8.0pp | 572.15%-588.6pp | 1.57%-18.1pp |
| Employer contribution / active EE | $2,853 | $3,553-19.7% | $4,815-40.8% | $2,545+12.1% |
| Participant deferral / active EE | $5,697 | $6,782-16.0% | $7,447-23.5% | $4,238+34.4% |
| Admin fee / account holder | $62 | $685-90.9% | $10,005-99.4% | $593-89.5% |