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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP5 years Service code 12 · EIN 06-1053228 | Valuation (appraisals, etc.); Sub-tra... | $53,994 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $12,197 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,775 | $67,823-7.4% | $52,425+19.7% | $137,256-54.3% |
| Participation rate | 0.0% | 63.9%-63.9pp | 55.6%-55.6pp | 80.0%-80.0pp |
| Annual return | 9.72% | 219.11%-209.4pp | 302.12%-292.4pp | 220.34%-210.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,034 | $2,844-63.6% | $2,495-58.5% | $12,270-91.6% |