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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Filed as: KIBBLE & PRENTICE, INC. Service code 27 · EIN 91-1176315 601 UNION STREET, SUITE 1000 · SEATTLE, WA 981014064 | Advisory (Plan) | $18,368 |
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 | $22,803 | $46,732-51.2% | $156,551-85.4% | $55,167-58.7% |
| Participation rate | 86.0% | 65.8%+20.2pp | 84.0%+2.0pp | 69.0%+17.0pp |
| Annual return | 8.60% | 17.72%-9.1pp | 32.23%-23.6pp | 169.23%-160.6pp |
| Employer contribution / active EE | $1,679 | $2,105-20.2% | $5,501-69.5% | $1,963-14.4% |
| Participant deferral / active EE | $2,070 | $2,204-6.1% | $4,871-57.5% | $3,054-32.2% |
| Admin fee / account holder | $139 | $418-66.8% | $13,028-98.9% | $504-72.5% |