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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $33,148 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,339 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,382 | $101,539-53.3% | $147,041-67.8% | $74,400-36.3% |
| Participation rate | 80.8% | 75.5%+5.3pp | 82.2%-1.3pp | 67.2%+13.6pp |
| Annual return | 20.26% | 8740.84%-8720.6pp | 419.21%-399.0pp | 1367.51%-1347.3pp |
| Employer contribution / active EE | $5,571 | $3,811+46.2% | $4,935+12.9% | $2,624+112.3% |
| Participant deferral / active EE | $12,090 | $7,304+65.5% | $8,071+49.8% | $4,348+178.0% |
| Admin fee / account holder | $204 | $1,749-88.4% | $13,006-98.4% | $1,944-89.5% |