Filed January 28, 2019
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $31,720 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,325 |
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 | $42,732 | $48,261-11.5% | $68,612-37.7% | $55,725-23.3% |
| Participation rate | 60.1% | 71.0%-11.0pp | 72.2%-12.2pp | 70.9%-10.8pp |
| Annual return | -6.15% | -2.61%-3.5pp | -4.63%-1.5pp | 244.93%-251.1pp |
| Employer contribution / active EE | $1,412 | $1,742-19.0% | $2,625-46.2% | $2,078-32.1% |
| Participant deferral / active EE | $4,220 | $2,712+55.6% | $3,311+27.5% | $3,356+25.8% |
| Admin fee / account holder | $148 | $126+17.7% | $5,131-97.1% | $115+28.9% |