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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 35-0145825 | Indirect Investment Fees | $450 |
USI CONSULTING GROUP1 year Service code 12 · EIN 06-1053228 | Account maintenance fees; Recordkeepi... | $132 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,228 | $46,100-32.3% | $86,582-63.9% | $69,631-55.2% |
| Participation rate | 73.4% | 67.2%+6.2pp | 73.5%-0.1pp | 70.7%+2.7pp |
| Annual return | 16.43% | 21.02%-4.6pp | 965.08%-948.6pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $604 | $1,850-67.3% | $2,839-78.7% | $2,032-70.3% |
| Participant deferral / active EE | $3,153 | $2,432+29.7% | $3,609-12.6% | $3,224-2.2% |
| Admin fee / account holder | $46 | $94-50.4% | $4,904-99.1% | $110-57.9% |