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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 | $36,002+28.8% | $161,489-71.3% | $64,728-28.4% |
| Participation rate | 52.8% | 57.4%-4.7pp | 78.7%-25.9pp | 57.9%-5.1pp |
| Annual return | 10.57% | 33.93%-23.4pp | 89.72%-79.2pp | 49.38%-38.8pp |
| Employer contribution / active EE | $791 | $1,380-42.6% | $4,268-81.5% | $2,243-64.7% |
| Participant deferral / active EE | $3,504 | $1,815+93.1% | $5,630-37.8% | $2,729+28.4% |
| Admin fee / account holder | $67 | $931-92.8% | $16,006-99.6% | $1,145-94.2% |