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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-1590850 | Recordkeeping | $480 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP, INC. Service code 13 · EIN 06-1053228 | Contract Administrator | $0 |
USI CONSULTING GROUP2 years Filed as: USI SECURITIES, INC. Service code 13 · EIN 06-1493970 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,371 | $65,322-73.4% | $70,494-75.4% | $73,497-76.4% |
| Participation rate | 94.3% | 77.0%+17.3pp | 75.1%+19.2pp | 70.7%+23.6pp |
| Annual return | 6.03% | 15.71%-9.7pp | 109.16%-103.1pp | 28.51%-22.5pp |
| Employer contribution / active EE | $905 | $2,460-63.2% | $2,738-67.0% | $2,270-60.1% |
| Participant deferral / active EE | $2,157 | $3,375-36.1% | $3,711-41.9% | $3,740-42.3% |
| Admin fee / account holder | $4 | $214-98.1% | $3,848-99.9% | $513-99.2% |