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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6 years Service code 12 · EIN 06-1053228 | Participant loan processing; Account ... | $3,626 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,395 | $69,708-14.8% | $67,560-12.1% | $74,478-20.3% |
| Participation rate | 62.6% | 71.4%-8.8pp | 72.9%-10.3pp | 67.2%-4.6pp |
| Annual return | 13.43% | -40.67%+54.1pp | 3533.50%-3520.1pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $2,136 | $2,715-21.3% | $2,737-22.0% | $2,626-18.7% |
| Participant deferral / active EE | $2,654 | $3,637-27.0% | $4,004-33.7% | $4,350-39.0% |
| Admin fee / account holder | $19 | $887-97.9% | $3,994-99.5% | $1,946-99.0% |