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 | Finders' fees / placement fees; Trust... | $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 | $69,774-1.0% | $67,575+2.2% | $74,459-7.2% |
| Participation rate | 85.3% | 71.4%+13.9pp | 72.9%+12.4pp | 67.2%+18.1pp |
| Annual return | 13.40% | -40.53%+53.9pp | 3528.98%-3515.6pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $3,946 | $2,710+45.6% | $2,736+44.3% | $2,626+50.3% |
| Participant deferral / active EE | $5,560 | $3,636+52.9% | $4,003+38.9% | $4,350+27.8% |
| Admin fee / account holder | $50 | $890-94.4% | $3,993-98.8% | $1,945-97.4% |