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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP5 years Service code 12 · EIN 06-1053228 | Claims processing; Trustee (directed)... | $26,687 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,027 | $52,293-84.6% | $178,498-95.5% | $73,412-89.1% |
| Participation rate | 72.8% | 65.3%+7.4pp | 81.9%-9.2pp | 72.2%+0.6pp |
| Annual return | 22.90% | 34.75%-11.9pp | 151.09%-128.2pp | 59.30%-36.4pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,518 | $2,332-34.9% | $5,202-70.8% | $3,806-60.1% |
| Admin fee / account holder | $38 | $127-70.3% | $13,985-99.7% | $158-76.1% |