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 |
|---|---|---|
USI CONSULTING GROUP2 years Filed as: USI SECURITIES, INC. Service code 55 95 GLASTONBURY BLVD. · GLASTONBURY, CT 06033 | Other Commissions | $44,078 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP, INC. Service code 49 95 GLASTONBURY BLVD. · GLASTONBURY, CT 06033 | Other Services | $10,996 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,669 | $90,064-29.3% | $100,415-36.6% | $77,762-18.1% |
| Participation rate | 56.0% | 81.3%-25.3pp | 81.5%-25.5pp | 70.6%-14.6pp |
| Annual return | 32.92% | 20.61%+12.3pp | 49.47%-16.6pp | 31.27%+1.7pp |
| Employer contribution / active EE | $2,131 | $3,043-30.0% | $3,943-46.0% | $2,728-21.9% |
| Participant deferral / active EE | $4,059 | $8,282-51.0% | $8,091-49.8% | $4,651-12.7% |
| Admin fee / account holder | $231 | $172+34.1% | $7,906-97.1% | $433-46.7% |