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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP11+ years Service code 12 · EIN 06-1053228 | Trustee (directed); Distribution (12b... | $8,734 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,521 | $64,705+22.9% | $62,929+26.4% | $67,986+17.0% |
| Participation rate | 69.1% | 65.6%+3.5pp | 73.1%-4.0pp | 57.2%+11.9pp |
| Annual return | 13.92% | 20.31%-6.4pp | 1063.93%-1050.0pp | 31.67%-17.7pp |
| Employer contribution / active EE | $1,676 | $2,376-29.4% | $2,505-33.1% | $2,019-17.0% |
| Participant deferral / active EE | $3,434 | $3,198+7.4% | $3,888-11.7% | $3,358+2.3% |
| Admin fee / account holder | $23 | $1,428-98.4% | $5,065-99.5% | $3,203-99.3% |