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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP5 years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Recor... | $2,112 |
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 | $56,884 | $65,582-13.3% | $64,101-11.3% | $71,511-20.5% |
| Participation rate | 61.3% | 73.2%-11.9pp | 72.3%-11.0pp | 67.9%-6.6pp |
| Annual return | 16.06% | 18.96%-2.9pp | 33.72%-17.7pp | 28.86%-12.8pp |
| Employer contribution / active EE | $1,926 | $2,671-27.9% | $2,749-29.9% | $2,589-25.6% |
| Participant deferral / active EE | $2,371 | $3,628-34.6% | $3,881-38.9% | $4,291-44.7% |
| Admin fee / account holder | $40 | $616-93.4% | $3,070-98.7% | $1,588-97.5% |