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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $23,972 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,345 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,994 | $44,714+58.8% | $91,227-22.2% | $66,949+6.0% |
| Participation rate | 76.7% | 65.0%+11.7pp | 73.2%+3.6pp | 69.8%+6.9pp |
| Annual return | -17.28% | -12.25%-5.0pp | 114.14%-131.4pp | 1.57%-18.9pp |
| Employer contribution / active EE | $3,876 | $1,710+126.6% | $2,851+35.9% | $2,545+52.3% |
| Participant deferral / active EE | $1,849 | $3,355-44.9% | $4,234-56.3% | $4,239-56.4% |
| Admin fee / account holder | $307 | $521-41.0% | $5,423-94.3% | $594-48.2% |