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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP10+ years Service code 12 · EIN 06-1053228 | Consulting (pension); Distribution (1... | $36,628 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,072 | $91,762-59.6% | $67,502-45.1% | $77,643-52.3% |
| Participation rate | 50.9% | 75.9%-25.0pp | 72.9%-22.0pp | 70.6%-19.7pp |
| Annual return | 12.94% | 14.87%-1.9pp | 3512.12%-3499.2pp | 31.24%-18.3pp |
| Employer contribution / active EE | $409 | $3,181-87.1% | $2,731-85.0% | $2,726-85.0% |
| Participant deferral / active EE | $2,800 | $3,903-28.3% | $4,000-30.0% | $4,647-39.8% |
| Admin fee / account holder | $160 | $176-9.1% | $3,998-96.0% | $430-62.8% |