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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Service code 12 · EIN 06-1053228 | Sub-transfer agency fees; Trustee (di... | $59,906 |
INVESCO1 year Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $6,076 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,144 | $37,213-64.7% | $156,551-91.6% | $63,975-79.5% |
| Participation rate | 61.4% | 65.0%-3.5pp | 84.0%-22.6pp | 71.1%-9.7pp |
| Annual return | 6.16% | 47.89%-41.7pp | 32.23%-26.1pp | 48.65%-42.5pp |
| Employer contribution / active EE | $161 | $1,357-88.1% | $5,501-97.1% | $2,182-92.6% |
| Participant deferral / active EE | $1,201 | $2,070-42.0% | $4,871-75.4% | $3,356-64.2% |
| Admin fee / account holder | $31 | $56-45.7% | $13,028-99.8% | $70-56.6% |