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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Filed as: KIBBLE & PRENTICE Service code 27 · EIN 91-1176315 601 UNION STREET SUITE 1000 · SEATTLE, WA 98101 | Advisory (Plan) | $14,243 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,195 | $46,732-78.2% | $156,549-93.5% | $55,167-81.5% |
| Participation rate | 66.2% | 65.8%+0.4pp | 84.0%-17.8pp | 69.0%-2.8pp |
| Annual return | 5.67% | 17.72%-12.0pp | 32.23%-26.6pp | 169.23%-163.6pp |
| Employer contribution / active EE | $406 | $2,105-80.7% | $5,501-92.6% | $1,963-79.3% |
| Participant deferral / active EE | $1,418 | $2,204-35.7% | $4,871-70.9% | $3,054-53.6% |
| Admin fee / account holder | $75 | $418-82.0% | $13,027-99.4% | $504-85.1% |