Filed May 12, 2026 (most recent of 3 filings on file)
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 12 · EIN 06-1053228 | Participant loan processing; Recordke... | $4,303 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,660 | $89,739-27.9% | $149,718-56.8% | $62,292+3.8% |
| Participation rate | 82.8% | 85.1%-2.3pp | 87.1%-4.3pp | 69.5%+13.3pp |
| Annual return | 14.94% | 21.01%-6.1pp | 1501.63%-1486.7pp | 28.90%-14.0pp |
| Employer contribution / active EE | $4,068 | $3,233+25.8% | $5,445-25.3% | $2,042+99.2% |
| Participant deferral / active EE | $2,243 | $4,797-53.2% | $6,569-65.9% | $3,169-29.2% |
| Admin fee / account holder | $35 | $551-93.7% | $11,283-99.7% | $479-92.8% |