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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP7 years Service code 12 · EIN 06-1053228 | Participant loan processing; Recordke... | $9,629 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,915 | $47,126-8.9% | $149,673-71.3% | $74,419-42.3% |
| Participation rate | 52.1% | 63.4%-11.3pp | 78.8%-26.7pp | 70.7%-18.6pp |
| Annual return | 10.48% | 22.75%-12.3pp | 134.42%-123.9pp | 34.38%-23.9pp |
| Employer contribution / active EE | $741 | $1,905-61.1% | $4,818-84.6% | $2,637-71.9% |
| Participant deferral / active EE | $3,311 | $2,728+21.4% | $5,680-41.7% | $4,528-26.9% |
| Admin fee / account holder | $48 | $343-86.0% | $13,210-99.6% | $348-86.2% |