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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Service code 12 · EIN 06-1053228 | Claims processing; Finders' fees / pl... | $9,721 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,801 | $58,895-32.4% | $178,503-77.7% | $73,497-45.8% |
| Participation rate | 62.2% | 66.2%-4.1pp | 81.9%-19.8pp | 70.7%-8.5pp |
| Annual return | 3.68% | 24.86%-21.2pp | 151.12%-147.4pp | 28.51%-24.8pp |
| Employer contribution / active EE | $672 | $2,236-70.0% | $5,011-86.6% | $2,270-70.4% |
| Participant deferral / active EE | $3,190 | $2,567+24.3% | $5,202-38.7% | $3,740-14.7% |
| Admin fee / account holder | $60 | $400-84.9% | $13,987-99.6% | $513-88.2% |