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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $45,406 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS,INC. Service code 99 · EIN 06-1397347 | Other Fees | $24,720 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,194 | $72,303+8.1% | $86,698-9.8% | $64,824+20.6% |
| Participation rate | 40.4% | 80.4%-40.0pp | 76.6%-36.2pp | 71.5%-31.1pp |
| Annual return | -22.29% | 392.77%-415.1pp | 35.96%-58.3pp | 32.84%-55.1pp |
| Employer contribution / active EE | $1,088 | $2,393-54.5% | $2,837-61.6% | $2,507-56.6% |
| Participant deferral / active EE | $2,045 | $4,660-56.1% | $4,656-56.1% | $4,311-52.6% |
| Admin fee / account holder | $309 | $174+77.5% | $7,492-95.9% | $188+64.4% |