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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 71-0294708 | Other Fees | $49,872 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS,INC. Service code 99 · EIN 06-1397347 | Other Fees | $25,147 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $120,613 | $103,024+17.1% | $112,040+7.7% | $79,634+51.5% |
| Participation rate | 45.6% | 80.6%-35.0pp | 76.5%-30.9pp | 62.5%-16.9pp |
| Annual return | 13.69% | 17.60%-3.9pp | 24.52%-10.8pp | 36.46%-22.8pp |
| Employer contribution / active EE | $1,314 | $3,015-56.4% | $2,954-55.5% | $2,529-48.0% |
| Participant deferral / active EE | $2,248 | $5,233-57.0% | $5,098-55.9% | $3,835-41.4% |
| Admin fee / account holder | $354 | $465-23.9% | $12,098-97.1% | $1,002-64.7% |