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 |
|---|---|---|
FID INV INST OPS CO7+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $68,247 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS Service code 16 · EIN 06-1397347 | Consulting | $1,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,643 | $67,512+161.6% | $185,854-5.0% | $93,010+89.9% |
| Participation rate | 26.8% | 67.1%-40.3pp | 81.7%-54.9pp | 73.9%-47.1pp |
| Annual return | 14.98% | 21.04%-6.1pp | 122.12%-107.1pp | 158.70%-143.7pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,169-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $2,870 | $3,035-5.4% | $5,569-48.5% | $4,561-37.1% |
| Admin fee / account holder | $54 | $318-82.9% | $16,246-99.7% | $152-64.1% |