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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP9 years Service code 12 · EIN 06-1053228 | Valuation (appraisals, etc.); Sub-tra... | $15,734 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,362 | $38,165+21.5% | $189,758-75.6% | $69,255-33.1% |
| Participation rate | 52.8% | 66.7%-13.9pp | 79.8%-27.0pp | 69.0%-16.3pp |
| Annual return | 10.57% | 14.65%-4.1pp | 52.62%-42.1pp | 26.73%-16.2pp |
| Employer contribution / active EE | $791 | $1,589-50.2% | $4,767-83.4% | $2,645-70.1% |
| Participant deferral / active EE | $3,504 | $2,073+69.0% | $5,856-40.2% | $2,890+21.2% |
| Admin fee / account holder | $67 | $714-90.6% | $20,388-99.7% | $733-90.9% |