Filed August 8, 2019 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Service code 12 · EIN 06-1053228 | Claims processing; Valuation (apprais... | $6,487 |
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 | $69,066 | $69,771-1.0% | $67,524+2.3% | $74,400-7.2% |
| Participation rate | 85.3% | 71.4%+14.0pp | 72.9%+12.4pp | 67.2%+18.1pp |
| Annual return | 13.40% | -40.49%+53.9pp | 3519.41%-3506.0pp | 1367.51%-1354.1pp |
| Employer contribution / active EE | $3,946 | $2,710+45.6% | $2,734+44.3% | $2,624+50.4% |
| Participant deferral / active EE | $5,560 | $3,638+52.8% | $4,001+39.0% | $4,348+27.9% |
| Admin fee / account holder | $50 | $889-94.4% | $4,001-98.8% | $1,944-97.4% |