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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Service code 12 · EIN 06-1053228 | Participant loan processing; Trustee ... | $5,045 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,908 | $71,534-12.1% | $98,462-36.1% | $71,529-12.1% |
| Participation rate | 78.8% | 72.7%+6.2pp | 75.2%+3.7pp | 67.9%+10.9pp |
| Annual return | 12.50% | 32.44%-19.9pp | 21.17%-8.7pp | 28.97%-16.5pp |
| Employer contribution / active EE | $2,240 | $2,399-6.6% | $3,049-26.5% | $2,590-13.5% |
| Participant deferral / active EE | $5,581 | $4,109+35.8% | $4,738+17.8% | $4,291+30.0% |
| Admin fee / account holder | $55 | $1,677-96.7% | $8,875-99.4% | $1,588-96.5% |