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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $16,917 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,221 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,539 | $54,679-40.5% | $76,119-57.3% | $74,459-56.3% |
| Participation rate | 92.7% | 60.3%+32.4pp | 69.1%+23.7pp | 67.2%+25.5pp |
| Annual return | 10.39% | 31.90%-21.5pp | 361.25%-350.9pp | 1369.70%-1359.3pp |
| Employer contribution / active EE | $632 | $1,781-64.5% | $2,693-76.5% | $2,626-75.9% |
| Participant deferral / active EE | $3,672 | $3,072+19.5% | $4,259-13.8% | $4,350-15.6% |
| Admin fee / account holder | $105 | $2,238-95.3% | $6,421-98.4% | $1,945-94.6% |