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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $49,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,208 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,697 | $103,024-27.5% | $112,040-33.3% | $79,634-6.2% |
| Participation rate | 95.1% | 80.6%+14.6pp | 76.5%+18.6pp | 62.5%+32.6pp |
| Annual return | 25.28% | 17.60%+7.7pp | 24.52%+0.8pp | 36.46%-11.2pp |
| Employer contribution / active EE | $3,847 | $3,015+27.6% | $2,954+30.2% | $2,529+52.1% |
| Participant deferral / active EE | $8,684 | $5,233+66.0% | $5,098+70.4% | $3,835+126.5% |
| Admin fee / account holder | $78 | $465-83.1% | $12,098-99.4% | $1,002-92.2% |