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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP8 years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Parti... | $34,386 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,933 | $66,004-48.6% | $81,820-58.5% | $77,714-56.3% |
| Participation rate | 88.1% | 65.8%+22.3pp | 72.4%+15.7pp | 70.6%+17.5pp |
| Annual return | 11.02% | 26.65%-15.6pp | 777.93%-766.9pp | 31.26%-20.2pp |
| Employer contribution / active EE | $2,195 | $2,375-7.6% | $2,915-24.7% | $2,727-19.5% |
| Participant deferral / active EE | $3,436 | $3,508-2.0% | $4,323-20.5% | $4,649-26.1% |
| Admin fee / account holder | $43 | $527-91.8% | $7,391-99.4% | $433-90.0% |