Filed September 12, 2025
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 12 · EIN 06-1053228 | Account maintenance fees; Valuation (... | $67 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,073 | $48,337+7.7% | $67,560-22.9% | $80,959-35.7% |
| Participation rate | 90.6% | 66.4%+24.2pp | 72.9%+17.7pp | 67.7%+22.9pp |
| Annual return | 132.02% | 18.26%+113.8pp | 3533.50%-3401.5pp | 35.67%+96.3pp |
| Employer contribution / active EE | $3,182 | $2,023+57.3% | $2,737+16.3% | $2,757+15.4% |
| Participant deferral / active EE | $1,732 | $2,928-40.9% | $4,004-56.7% | $4,300-59.7% |
| Admin fee / account holder | $0 | $3,695-100.0% | $3,994-100.0% | $6,925-100.0% |