Filed January 28, 2019
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3+ years Filed as: USI SECURITIES INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $20,845 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,900 |
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 | $44,240 | $53,925-18.0% | $75,501-41.4% | $69,631-36.5% |
| Participation rate | 59.0% | 71.2%-12.2pp | 72.4%-13.4pp | 70.7%-11.7pp |
| Annual return | 24.56% | 17.84%+6.7pp | 27.35%-2.8pp | 27571.02%-27546.5pp |
| Employer contribution / active EE | $1,161 | $1,802-35.6% | $2,352-50.6% | $2,032-42.8% |
| Participant deferral / active EE | $3,888 | $2,569+51.3% | $3,142+23.7% | $3,224+20.6% |
| Admin fee / account holder | $128 | $97+31.9% | $5,801-97.8% | $110+16.0% |