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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,450 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $9,933 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,490 | $50,175+56.4% | $99,479-21.1% | $65,186+20.4% |
| Participation rate | 64.7% | 68.4%-3.7pp | 73.8%-9.1pp | 70.2%-5.5pp |
| Annual return | 23.80% | 25.36%-1.6pp | 30.72%-6.9pp | 29.39%-5.6pp |
| Employer contribution / active EE | $3,235 | $1,496+116.3% | $2,540+27.4% | $2,177+48.6% |
| Participant deferral / active EE | $1,308 | $2,748-52.4% | $3,619-63.8% | $3,514-62.8% |
| Admin fee / account holder | $220 | $398-44.7% | $6,253-96.5% | $847-74.0% |