Filed January 28, 2019
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Filed as: USI SECURITIES INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $25,159 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $35,813 | $50,106-28.5% | $69,779-48.7% | $57,658-37.9% |
| Participation rate | 60.4% | 70.9%-10.5pp | 71.8%-11.4pp | 70.2%-9.8pp |
| Annual return | 12.87% | 14.58%-1.7pp | 12.99%-0.1pp | 5.13%+7.7pp |
| Employer contribution / active EE | $994 | $1,739-42.9% | $2,338-57.5% | $1,974-49.7% |
| Participant deferral / active EE | $3,739 | $2,486+50.4% | $2,931+27.6% | $3,061+22.2% |
| Admin fee / account holder | $161 | $89+80.6% | $4,381-96.3% | $95+70.4% |