Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP INC Service code 49 95 GLASTONBURY BLVD INC STE 102 · GLASTONBURY, CT 06033 | Other Services | $22,098 |
USI CONSULTING GROUP1 year Service code 49 | Other Services | $16,809 |
Filed as: VOYA RIAC Service code 27 · EIN 71-0294708 P.O. BOX 9900067 · HARTFORD, CT 061990067 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $46,909 | $78,483-40.2% | $106,201-55.8% | $74,546-37.1% |
| Participation rate | 49.1% | 72.8%-23.7pp | 75.3%-26.1pp | 67.2%-18.1pp |
| Annual return | 19.07% | 15.94%+3.1pp | 116.26%-97.2pp | 1366.03%-1347.0pp |
| Employer contribution / active EE | $1,275 | $2,522-49.4% | $3,170-59.8% | $2,624-51.4% |
| Participant deferral / active EE | $2,507 | $4,320-42.0% | $5,012-50.0% | $4,347-42.3% |
| Admin fee / account holder | $224 | $2,236-90.0% | $11,039-98.0% | $1,944-88.5% |