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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Service code 12 · EIN 06-1053228 | Account maintenance fees; Participant... | $24,645 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,610 | $52,722-36.2% | $90,440-62.8% | $73,412-54.2% |
| Participation rate | 77.6% | 67.7%+9.9pp | 72.7%+4.9pp | 72.2%+5.4pp |
| Annual return | 12.85% | 20.70%-7.9pp | 1294.38%-1281.5pp | 59.30%-46.4pp |
| Employer contribution / active EE | $580 | $1,872-69.0% | $3,263-82.2% | $2,234-74.1% |
| Participant deferral / active EE | $2,977 | $2,810+5.9% | $3,964-24.9% | $3,806-21.8% |
| Admin fee / account holder | $38 | $117-67.6% | $5,615-99.3% | $158-76.0% |