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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Filed as: USI ADVISORS Service code 16 · EIN 06-1297347 | Consulting | $38,533 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Sales l... | $26,898 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,835 | $79,209+13.4% | $102,434-12.3% | $74,459+20.7% |
| Participation rate | 94.9% | 74.8%+20.1pp | 76.5%+18.4pp | 67.2%+27.6pp |
| Annual return | 19.02% | 54.98%-36.0pp | 29.46%-10.4pp | 1369.70%-1350.7pp |
| Employer contribution / active EE | $1,044 | $2,362-55.8% | $3,023-65.5% | $2,626-60.2% |
| Participant deferral / active EE | $4,241 | $4,417-4.0% | $5,055-16.1% | $4,350-2.5% |
| Admin fee / account holder | $472 | $2,002-76.4% | $9,462-95.0% | $1,945-75.7% |