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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Filed as: KIBBLE & PRENTICE, INC. Service code 27 · EIN 91-1176315 601 UNION STREET, SUITE 1000 · SEATTLE, WA 981014064 | Advisory (Plan) | $17,662 |
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 | $20,244 | $46,360-56.3% | $147,617-86.3% | $52,331-61.3% |
| Participation rate | 77.2% | 64.9%+12.3pp | 84.6%-7.4pp | 68.1%+9.1pp |
| Annual return | 0.80% | 1.62%-0.8pp | 61.98%-61.2pp | 4.54%-3.7pp |
| Employer contribution / active EE | $1,531 | $2,126-28.0% | $5,565-72.5% | $1,882-18.7% |
| Participant deferral / active EE | $2,025 | $2,258-10.3% | $4,895-58.6% | $3,022-33.0% |
| Admin fee / account holder | $133 | $766-82.6% | $11,611-98.9% | $592-77.5% |