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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Filed as: KIBBLE & PRENTICE Service code 27 · EIN 91-1176315 601 UNION STREET SUITE 1000 · SEATTLE, WA 98101 | Advisory (Plan) | $13,946 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,415 | $46,360-73.2% | $147,617-91.6% | $52,331-76.3% |
| Participation rate | 61.0% | 64.9%-4.0pp | 84.6%-23.7pp | 68.1%-7.1pp |
| Annual return | 5.05% | 1.62%+3.4pp | 61.98%-56.9pp | 4.54%+0.5pp |
| Employer contribution / active EE | $588 | $2,126-72.4% | $5,564-89.4% | $1,882-68.8% |
| Participant deferral / active EE | $1,330 | $2,258-41.1% | $4,895-72.8% | $3,022-56.0% |
| Admin fee / account holder | $97 | $766-87.3% | $11,612-99.2% | $592-83.6% |