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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI SECURITIES, INC. Service code 13 · EIN 06-1493970 | Contract Administrator | $15,465 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 13 · EIN 06-1053228 | Contract Administrator | $4,273 |
Service code 15 · EIN 04-1590850 | Recordkeeping | $145 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,093 | $60,795-75.2% | $69,464-78.3% | $65,185-76.8% |
| Participation rate | 96.3% | 74.9%+21.4pp | 74.6%+21.7pp | 70.2%+26.1pp |
| Annual return | 7.11% | 17.46%-10.3pp | 28.98%-21.9pp | 29.38%-22.3pp |
| Employer contribution / active EE | $866 | $2,452-64.7% | $2,779-68.9% | $2,177-60.2% |
| Participant deferral / active EE | $1,798 | $3,162-43.1% | $3,536-49.2% | $3,514-48.8% |
| Admin fee / account holder | $6 | $314-98.1% | $3,840-99.8% | $847-99.3% |