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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Service code 12 · EIN 06-1053228 | Sub-transfer agency fees; Finders' fe... | $24,629 |
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 | $31,787 | $54,237-41.4% | $90,304-64.8% | $67,579-53.0% |
| Participation rate | 76.8% | 68.6%+8.2pp | 73.3%+3.6pp | 71.3%+5.5pp |
| Annual return | 19.89% | 37.27%-17.4pp | 78.13%-58.2pp | 378.56%-358.7pp |
| Employer contribution / active EE | $520 | $1,846-71.8% | $2,855-81.8% | $2,148-75.8% |
| Participant deferral / active EE | $2,911 | $2,625+10.9% | $3,885-25.1% | $3,539-17.7% |
| Admin fee / account holder | $40 | $123-67.3% | $5,354-99.2% | $142-71.6% |