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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Service code 12 · EIN 06-1053228 | Consulting (pension); Finders' fees /... | $19,910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,534 | $46,173-79.4% | $170,435-94.4% | $69,631-86.3% |
| Participation rate | 42.9% | 63.9%-21.0pp | 83.6%-40.7pp | 70.7%-27.7pp |
| Annual return | 20.75% | 21.62%-0.9pp | 205.94%-185.2pp | 27571.02%-27550.3pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,504 | $2,080-27.7% | $4,939-69.6% | $3,224-53.4% |
| Admin fee / account holder | $56 | $116-51.5% | $13,881-99.6% | $110-49.1% |