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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI ADVISORS Service code 27 · EIN 91-1176315 601 UNION STREET SUITE 1000 · SEATTLE, WA 98101 | Advisory (Plan) | $16,787 |
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 | $13,748 | $46,173-70.2% | $170,442-91.9% | $69,631-80.3% |
| Participation rate | 56.9% | 63.9%-7.0pp | 83.6%-26.7pp | 70.7%-13.8pp |
| Annual return | 17.50% | 21.62%-4.1pp | 205.93%-188.4pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $344 | $1,610-78.6% | $5,433-93.7% | $2,032-83.1% |
| Participant deferral / active EE | $1,176 | $2,080-43.5% | $4,939-76.2% | $3,224-63.5% |
| Admin fee / account holder | $95 | $116-18.4% | $13,880-99.3% | $110-14.4% |