Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $69,960 |
USI CONSULTING GROUP2+ years Filed as: USI ADVISORS,INC. Service code 99 · EIN 06-1397347 | Other Fees | $28,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,196 | $95,388-62.1% | $125,381-71.1% | $77,906-53.5% |
| Participation rate | 27.3% | 78.6%-51.3pp | 82.4%-55.1pp | 73.7%-46.4pp |
| Annual return | -23.19% | 116.19%-139.4pp | 572.31%-595.5pp | 12.16%-35.3pp |
| Employer contribution / active EE | $0 | $3,666-100.0% | $4,815-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $3,136 | $7,711-59.3% | $7,448-57.9% | $4,805-34.7% |
| Admin fee / account holder | $70 | $119-40.8% | $10,007-99.3% | $133-46.9% |