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 GROUP5 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $23,765 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,007 |
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 | $83,974 | $51,283+63.7% | $95,759-12.3% | $71,529+17.4% |
| Participation rate | 74.0% | 63.1%+11.0pp | 72.3%+1.8pp | 67.9%+6.1pp |
| Annual return | 17.36% | 25.25%-7.9pp | 28.42%-11.1pp | 28.97%-11.6pp |
| Employer contribution / active EE | $3,053 | $1,817+68.0% | $2,836+7.7% | $2,590+17.9% |
| Participant deferral / active EE | $1,908 | $3,365-43.3% | $4,244-55.0% | $4,291-55.5% |
| Admin fee / account holder | $331 | $1,135-70.9% | $5,678-94.2% | $1,588-79.2% |