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 GROUP3+ years Filed as: KIBBLE & PRENTICE Service code 27 · EIN 91-1176315 | Advisory (Plan) | $12,275 |
FID INV INST OPS CO3+ years Service code 50 · EIN 04-2647786 | Direct Payment | $2,524 |
CLARK NUBER2 years Service code 10 · EIN 91-1194016 | Accounting | $2,000 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $170,332 | $46,182+268.8% | $170,435-0.1% | $69,634+144.6% |
| Participation rate | 63.3% | 63.9%-0.6pp | 83.6%-20.3pp | 70.7%-7.4pp |
| Annual return | 19.64% | 21.40%-1.8pp | 205.94%-186.3pp | 27572.26%-27552.6pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $9,520 | $2,081+357.5% | $4,939+92.7% | $3,224+195.3% |
| Admin fee / account holder | $27 | $116-76.7% | $13,881-99.8% | $110-75.5% |